SBA
Secrest Blakey & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-513
| Closed | -$58K | – | 79 |
|
2019
Q3 | $58K | Hold |
513
| – | – | 0.05% | 100 |
|
2019
Q2 | $56K | Buy |
513
+20
| +4% | +$2.18K | 0.05% | 103 |
|
2019
Q1 | $53K | Sell |
493
-1,839
| -79% | -$198K | 0.05% | 100 |
|
2018
Q4 | $243K | Sell |
2,332
-222
| -9% | -$23.1K | 0.2% | 86 |
|
2018
Q3 | $258K | Sell |
2,554
-74
| -3% | -$7.48K | 0.2% | 85 |
|
2018
Q2 | $269K | Buy |
2,628
+2
| +0.1% | +$205 | 0.21% | 85 |
|
2018
Q1 | $271K | Sell |
2,626
-92
| -3% | -$9.49K | 0.23% | 89 |
|
2017
Q4 | $287K | Buy |
+2,718
| New | +$287K | 0.23% | 85 |
|