Roberts, Glore & Co’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
Q4 | – | Sell |
-7,914
| Closed | -$964K | – | 185 |
|
|
2020
Q3 | $964K | Buy |
+7,914
| New | +$964K | 0.34% | 69 |
|
|
2020
Q2 | – | Sell |
-3,439
| Closed | -$417K | – | 170 |
|
|
2020
Q1 | $417K | Buy |
+3,439
| New | +$417K | 0.18% | 109 |
|
|
2019
Q1 | – | Sell |
-3,735
| Closed | -$389K | – | 138 |
|
|
2018
Q4 | $389K | Buy |
+3,735
| New | +$389K | 0.27% | 88 |
|
|
2015
Q4 | – | Sell |
-5,252
| Closed | -$567K | – | 137 |
|
|
2015
Q3 | $567K | Buy |
+5,252
| New | +$567K | 0.44% | 64 |
|