Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $15K | Buy |
134
+128
| +2,133% | +$14.3K | ﹤0.01% | 621 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 896 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 963 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 990 |
|
|
2020
Q4 | $1K | Sell |
6
-90
| -94% | -$15K | ﹤0.01% | 855 |
|
|
2020
Q3 | $12K | Hold |
96
| – | – | ﹤0.01% | 537 |
|
|
2020
Q2 | $12K | Hold |
96
| – | – | ﹤0.01% | 534 |
|
|
2020
Q1 | $12K | Buy |
96
+90
| +1,500% | +$11.3K | ﹤0.01% | 524 |
|
|
2019
Q4 | $1K | Sell |
6
-7
| -54% | -$1.17K | ﹤0.01% | 846 |
|
|
2019
Q3 | $1K | Sell |
13
-5
| -28% | -$385 | ﹤0.01% | 858 |
|
|
2019
Q2 | $2K | Buy |
18
+6
| +50% | +$667 | ﹤0.01% | 865 |
|
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 928 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 899 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 970 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 953 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 926 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 920 |
|
|
2017
Q3 | $1K | Sell |
12
-127
| -91% | -$10.6K | ﹤0.01% | 949 |
|
|
2017
Q2 | $15K | Buy |
139
+134
| +2,680% | +$14.5K | ﹤0.01% | 561 |
|
|
2017
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 881 |
|
|
2016
Q4 | $1K | Sell |
5
-350
| -99% | -$70K | ﹤0.01% | 798 |
|
|
2016
Q3 | $40K | Sell |
355
-231
| -39% | -$26K | 0.01% | 297 |
|
|
2016
Q2 | $66K | Sell |
586
-375
| -39% | -$42.2K | 0.01% | 230 |
|
|
2016
Q1 | $106K | Hold |
961
| – | – | 0.02% | 200 |
|
|
2015
Q4 | $101K | Buy |
961
+956
| +19,120% | +$100K | 0.02% | 212 |
|
|
2015
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1206 |
|
|
2015
Q2 | $1K | Sell |
5
-51
| -91% | -$10.2K | ﹤0.01% | 1291 |
|
|
2015
Q1 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 974 |
|
|
2013
Q3 | – | Sell |
-56
| Closed | -$6K | – | 768 |
|
|
2013
Q2 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 587 |
|