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 |
|