Sargent Bickham Lagudis’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
$8.6K Hold
90
﹤0.01% 751
2022
Q3
$9K Hold
90
﹤0.01% 706
2022
Q2
$9K Hold
90
﹤0.01% 712
2022
Q1
$10K Sell
90
-44
-33% -$4.89K ﹤0.01% 708
2021
Q4
$15K Buy
134
+44
+49% +$4.93K ﹤0.01% 647
2021
Q3
$10K Sell
90
-108
-55% -$12K ﹤0.01% 714
2021
Q2
$23K Buy
198
+108
+120% +$12.5K ﹤0.01% 584
2021
Q1
$10K Hold
90
﹤0.01% 695
2020
Q4
$11K Sell
90
-195
-68% -$23.8K ﹤0.01% 645
2020
Q3
$35K Sell
285
-105
-27% -$12.9K ﹤0.01% 433
2020
Q2
$48K Sell
390
-49
-11% -$6.03K 0.01% 362
2020
Q1
$53K Hold
439
0.01% 332
2019
Q4
$48K Buy
439
+1
+0.2% +$109 0.01% 389
2019
Q3
$49K Sell
438
-46
-10% -$5.15K 0.01% 355
2019
Q2
$53K Buy
484
+48
+11% +$5.26K 0.01% 361
2019
Q1
$47K Buy
436
+245
+128% +$26.4K 0.01% 399
2018
Q4
$20K Buy
191
+1
+0.5% +$105 ﹤0.01% 485
2018
Q3
$19K Buy
190
+1
+0.5% +$100 ﹤0.01% 508
2018
Q2
$19K Buy
189
+1
+0.5% +$101 ﹤0.01% 493
2018
Q1
$19K Buy
188
+1
+0.5% +$101 ﹤0.01% 481
2017
Q4
$20K Buy
187
+1
+0.5% +$107 ﹤0.01% 495
2017
Q3
$20K Buy
186
+1
+0.5% +$108 ﹤0.01% 499
2017
Q2
$20K Buy
+185
New +$20K ﹤0.01% 480