Royal Fund 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-98,009
| Closed | -$9.41M | – | 215 |
|
|
2022
Q3 | $9.41M | Buy |
98,009
+1,402
| +1% | +$135K | 1.71% | 10 |
|
|
2022
Q2 | $9.88M | Buy |
+96,607
| New | +$9.88M | 1.64% | 10 |
|
|
2020
Q4 | – | Sell |
-31,997
| Closed | -$3.9M | – | 184 |
|
|
2020
Q3 | $3.9M | Sell |
31,997
-22
| -0.1% | -$2.68K | 1% | 38 |
|
|
2020
Q2 | $3.9M | Buy |
32,019
+29,889
| +1,403% | +$3.64M | 1.38% | 22 |
|
|
2020
Q1 | $258K | Buy |
2,130
+2,082
| +4,338% | +$252K | 0.11% | 116 |
|
|
2019
Q4 | $5K | Sell |
48
-308
| -87% | -$32.1K | ﹤0.01% | 479 |
|
|
2019
Q3 | $40K | Buy |
+356
| New | +$40K | 0.01% | 255 |
|
|
2019
Q1 | – | Sell |
-91
| Closed | -$9K | – | 624 |
|
|
2018
Q4 | $9K | Buy |
91
+60
| +194% | +$5.93K | ﹤0.01% | 347 |
|
|
2018
Q3 | $3K | Sell |
31
-29
| -48% | -$2.81K | ﹤0.01% | 431 |
|
|
2018
Q2 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 393 |
|
|
2017
Q2 | – | Sell |
-27
| Closed | -$2K | – | 471 |
|
|
2017
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 363 |
|