Sheets Smith Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $298K | Sell |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.51M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $514K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.41M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $1.33M | Sell |
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|
2017
Q2 | $1.34M | Buy |
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