Rehmann Capital Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,813
| Closed | -$279K | – | 563 |
|
|
2023
Q1 | $279K | Buy |
+2,813
| New | +$279K | 0.03% | 436 |
|
|
2020
Q3 | – | Sell |
-2,570
| Closed | -$313K | – | 433 |
|
|
2020
Q2 | $313K | Buy |
+2,570
| New | +$313K | 0.04% | 313 |
|
|
2019
Q3 | – | Sell |
-3,399
| Closed | -$374K | – | 1872 |
|
|
2019
Q2 | $374K | Buy |
3,399
+3,287
| +2,935% | +$362K | 0.05% | 298 |
|
|
2019
Q1 | $12K | Sell |
112
-169
| -60% | -$18.1K | ﹤0.01% | 1274 |
|
|
2018
Q4 | $29.3K | Sell |
281
-107
| -28% | -$11.2K | ﹤0.01% | 748 |
|
|
2018
Q3 | $39.4K | Sell |
388
-22
| -5% | -$2.23K | 0.01% | 893 |
|
|
2018
Q2 | $42K | Sell |
410
-10,104
| -96% | -$1.04M | 0.01% | 844 |
|
|
2018
Q1 | $1.09M | Sell |
10,514
-295
| -3% | -$30.4K | 0.17% | 109 |
|
|
2017
Q4 | $1.14M | Buy |
10,809
+293
| +3% | +$30.9K | 0.19% | 105 |
|
|
2017
Q3 | $1.12M | Buy |
10,516
+112
| +1% | +$11.9K | 0.2% | 106 |
|
|
2017
Q2 | $1.11M | Buy |
10,404
+24
| +0.2% | +$2.56K | 0.21% | 103 |
|
|
2017
Q1 | $1.1M | Sell |
10,380
-4
| -0% | -$422 | 0.18% | 116 |
|
|
2016
Q4 | $1.09M | Buy |
10,384
+7
| +0.1% | +$733 | 0.2% | 105 |
|
|
2016
Q3 | $1.16M | Buy |
10,377
+69
| +0.7% | +$7.72K | 0.23% | 92 |
|
|
2016
Q2 | $1.16M | Buy |
10,308
+80
| +0.8% | +$9.03K | 0.22% | 95 |
|
|
2016
Q1 | $1.13M | Sell |
10,228
-2,912
| -22% | -$321K | 0.22% | 94 |
|
|
2015
Q4 | $1.39M | Sell |
13,140
-6,166
| -32% | -$651K | 0.29% | 75 |
|
|
2015
Q3 | $2.08M | Buy |
19,306
+8,627
| +81% | +$931K | 0.47% | 48 |
|
|
2015
Q2 | $1.12M | Buy |
10,679
+356
| +3% | +$37.4K | 0.26% | 79 |
|
|
2015
Q1 | $1.12M | Sell |
10,323
-7,270
| -41% | -$788K | 0.25% | 80 |
|
|
2014
Q4 | $1.87M | Buy |
17,593
+6,924
| +65% | +$734K | 0.43% | 49 |
|
|
2014
Q3 | $1.11M | Sell |
10,669
-2,717
| -20% | -$281K | 0.26% | 77 |
|
|
2014
Q2 | $1.39M | Buy |
13,386
+3,109
| +30% | +$322K | 0.33% | 65 |
|
|
2014
Q1 | $1.05M | Sell |
10,277
-48
| -0.5% | -$4.89K | 0.28% | 69 |
|
|
2013
Q4 | $1.03M | Sell |
10,325
-683
| -6% | -$67.8K | 0.31% | 70 |
|
|
2013
Q3 | $1.12M | Sell |
11,008
-445
| -4% | -$45.4K | 0.36% | 59 |
|
|
2013
Q2 | $1.17M | Buy |
+11,453
| New | +$1.17M | 0.41% | 57 |
|