QFA
Quattro Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,380
| Closed | -$2.47M | – | 83 |
|
|
2024
Q2 | $2.47M | Buy |
26,380
+581
| +2% | +$54.4K | 0.65% | 34 |
|
|
2024
Q1 | $2.44M | Buy |
25,799
+25,703
| +26,774% | +$2.43M | 0.69% | 31 |
|
|
2023
Q4 | $2.52M | Buy |
+96
| New | +$2.52M | 0.87% | 27 |
|
|
2020
Q2 | – | Sell |
-402,464
| Closed | -$19.5M | – | 42 |
|
|
2020
Q1 | $19.5M | Buy |
402,464
+214,541
| +114% | +$10.4M | 7.11% | 3 |
|
|
2019
Q4 | $20.9M | Sell |
187,923
-33,498
| -15% | -$3.73M | 6.74% | 5 |
|
|
2019
Q3 | $25.1M | Buy |
221,421
+1,004
| +0.5% | +$114K | 7.63% | 4 |
|
|
2019
Q2 | $24.2M | Buy |
+220,417
| New | +$24.2M | 7.47% | 4 |
|
|
2019
Q1 | – | Sell |
-141,285
| Closed | -$14.7M | – | 39 |
|
|
2018
Q4 | $14.7M | Buy |
+141,285
| New | +$14.7M | 5.08% | 5 |
|
|
2018
Q1 | – | Sell |
-4,050
| Closed | -$422K | – | 81 |
|
|
2017
Q4 | $422K | Sell |
4,050
-1,311
| -24% | -$137K | 0.12% | 47 |
|
|
2017
Q3 | $569K | Sell |
5,361
-2,338
| -30% | -$248K | 0.17% | 61 |
|
|
2017
Q2 | $819K | Sell |
7,699
-92,244
| -92% | -$9.81M | 0.33% | 41 |
|
|
2017
Q1 | $10.5M | Buy |
+99,943
| New | +$10.5M | 5.29% | 4 |
|