SSWM
Sheets Smith Wealth Management’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
Q2 | – | Sell |
-2,641
| Closed | -$298K | – | 365 |
|
|
2021
Q1 | $298K | Sell |
2,641
-129
| -5% | -$14.6K | 0.04% | 274 |
|
|
2020
Q4 | $332K | Sell |
2,770
-6,996
| -72% | -$839K | 0.05% | 262 |
|
|
2020
Q3 | $1.19M | Sell |
9,766
-924
| -9% | -$113K | 0.21% | 104 |
|
|
2020
Q2 | $1.3M | Sell |
10,690
-1,723
| -14% | -$210K | 0.26% | 89 |
|
|
2020
Q1 | $1.51M | Buy |
+12,413
| New | +$1.51M | 0.32% | 79 |
|
|
2018
Q4 | – | Sell |
-5,083
| Closed | -$514K | – | 298 |
|
|
2018
Q3 | $514K | Buy |
+5,083
| New | +$514K | 0.11% | 211 |
|
|
2018
Q2 | – | Sell |
-13,681
| Closed | -$1.41M | – | 319 |
|
|
2018
Q1 | $1.41M | Buy |
13,681
+339
| +3% | +$35K | 0.34% | 82 |
|
|
2017
Q4 | $1.41M | Buy |
13,342
+832
| +7% | +$87.9K | 0.33% | 81 |
|
|
2017
Q3 | $1.33M | Sell |
12,510
-48
| -0.4% | -$5.12K | 0.34% | 80 |
|
|
2017
Q2 | $1.34M | Buy |
+12,558
| New | +$1.34M | 0.35% | 81 |
|