Rampart Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,566
| Closed | -$312K | – | 533 |
|
|
2020
Q1 | $312K | Buy |
+2,566
| New | +$312K | 0.15% | 142 |
|
|
2019
Q4 | – | Sell |
-677
| Closed | -$76K | – | 537 |
|
|
2019
Q3 | $76K | Sell |
677
-670
| -50% | -$75.2K | 0.01% | 523 |
|
|
2019
Q2 | $148K | Sell |
1,347
-29
| -2% | -$3.19K | 0.02% | 486 |
|
|
2019
Q1 | $147K | Sell |
1,376
-44
| -3% | -$4.7K | 0.02% | 477 |
|
|
2018
Q4 | $148K | Buy |
+1,420
| New | +$148K | 0.04% | 326 |
|
|
2018
Q3 | – | Sell |
-675
| Closed | -$69K | – | 531 |
|
|
2018
Q2 | $69K | Buy |
675
+30
| +5% | +$3.07K | 0.01% | 520 |
|
|
2018
Q1 | $67K | Hold |
645
| – | – | 0.01% | 515 |
|
|
2017
Q4 | $68K | Hold |
645
| – | – | 0.03% | 450 |
|
|
2017
Q3 | $69K | Buy |
645
+2
| +0.3% | +$214 | 0.02% | 496 |
|
|
2017
Q2 | $69K | Buy |
+643
| New | +$69K | 0.02% | 486 |
|
|
2016
Q3 | – | Sell |
-595
| Closed | -$67K | – | 109 |
|
|
2016
Q2 | $67K | Sell |
595
-577
| -49% | -$65K | 0.04% | 12 |
|
|
2016
Q1 | $129K | Buy |
+1,172
| New | +$129K | 0.07% | 13 |
|
|
2015
Q4 | – | Sell |
-1,218
| Closed | -$131K | – | 9 |
|
|
2015
Q3 | $131K | Buy |
+1,218
| New | +$131K | 0.06% | 10 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$65K | – | 11 |
|
|
2015
Q1 | $65K | Sell |
600
-6
| -1% | -$650 | 0.03% | 9 |
|
|
2014
Q4 | $64K | Buy |
+606
| New | +$64K | 0.03% | 12 |
|