SWA
SFMG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,427
| Closed | -$1.37M | – | 245 |
|
|
2020
Q4 | $1.37M | Sell |
11,427
-83
| -0.7% | -$9.96K | 0.17% | 62 |
|
|
2020
Q3 | $1.4M | Sell |
11,510
-2,148
| -16% | -$262K | 0.19% | 49 |
|
|
2020
Q2 | $1.67M | Buy |
13,658
+48
| +0.4% | +$5.85K | 0.24% | 41 |
|
|
2020
Q1 | $1.65M | Sell |
13,610
-34
| -0.2% | -$4.13K | 0.25% | 31 |
|
|
2019
Q4 | $1.5M | Sell |
13,644
-1,575
| -10% | -$174K | 0.18% | 50 |
|
|
2019
Q3 | $1.71M | Sell |
15,219
-93
| -0.6% | -$10.5K | 0.23% | 32 |
|
|
2019
Q2 | $1.68M | Buy |
+15,312
| New | +$1.68M | 0.23% | 28 |
|
|
2017
Q4 | – | Sell |
-6,494
| Closed | -$692K | – | 150 |
|
|
2017
Q3 | $692K | Sell |
6,494
-307
| -5% | -$32.7K | 0.14% | 53 |
|
|
2017
Q2 | $725K | Sell |
6,801
-1,649
| -20% | -$176K | 0.15% | 52 |
|
|
2017
Q1 | $892K | Sell |
8,450
-797
| -9% | -$84.1K | 0.18% | 43 |
|
|
2016
Q4 | $969K | Sell |
9,247
-11,019
| -54% | -$1.15M | 0.21% | 43 |
|
|
2016
Q3 | $2.27M | Sell |
20,266
-1,430
| -7% | -$160K | 0.5% | 22 |
|
|
2016
Q2 | $2.45M | Sell |
21,696
-1,556
| -7% | -$176K | 0.55% | 21 |
|
|
2016
Q1 | $2.57M | Buy |
23,252
+4,637
| +25% | +$512K | 0.57% | 23 |
|
|
2015
Q4 | $1.97M | Buy |
18,615
+4,868
| +35% | +$514K | 0.45% | 25 |
|
|
2015
Q3 | $1.48M | Buy |
+13,747
| New | +$1.48M | 0.36% | 36 |
|
|
2015
Q2 | – | Sell |
-4,068
| Closed | -$441K | – | 139 |
|
|
2015
Q1 | $441K | Buy |
+4,068
| New | +$441K | 0.04% | 109 |
|