Round Table 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-10,283
| Closed | -$1.11M | – | 32 |
|
|
2015
Q3 | $1.11M | Buy |
10,283
+7,275
| +242% | +$785K | 1.03% | 17 |
|
|
2015
Q2 | $316K | Sell |
3,008
-14,273
| -83% | -$1.5M | 0.36% | 33 |
|
|
2015
Q1 | $1.87M | Sell |
17,281
-6,586
| -28% | -$714K | 1.46% | 10 |
|
|
2014
Q4 | $2.53M | Sell |
23,867
-3,256
| -12% | -$345K | 0.95% | 4 |
|
|
2014
Q3 | $2.81M | Sell |
27,123
-76,213
| -74% | -$7.9M | 1.79% | 9 |
|
|
2014
Q2 | $10.7M | Buy |
+103,336
| New | +$10.7M | 4.5% | 2 |
|