SHJ
Sharkey, Howes & Javer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,321
| Closed | -$224K | – | 123 |
|
|
2023
Q4 | $224K | Sell |
2,321
-73,767
| -97% | -$7.11M | 0.04% | 107 |
|
|
2023
Q3 | $6.97M | Buy |
76,088
+5,425
| +8% | +$497K | 1.33% | 18 |
|
|
2023
Q2 | $6.83M | Buy |
70,663
+3,094
| +5% | +$299K | 1.29% | 18 |
|
|
2023
Q1 | $6.7M | Buy |
67,569
+32,832
| +95% | +$3.25M | 1.44% | 14 |
|
|
2022
Q4 | $3.33M | Buy |
+34,737
| New | +$3.33M | 0.76% | 28 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | – | – | 106 |
|
|
2019
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 201 |
|
|
2019
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 210 |
|
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 214 |
|
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 222 |
|
|
2018
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 209 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 199 |
|
|
2017
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 198 |
|
|
2017
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 193 |
|
|
2017
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 191 |
|
|
2017
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 212 |
|
|
2016
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 206 |
|
|
2016
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 211 |
|
|
2016
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 216 |
|