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Shepherd Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Shepherd Financial Partners’s Portfolio IEF Stock Details IEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-103,321
Closed -$12.4M – 144
2020
Q4 		$12.4M Sell
103,321
-36,890
-26% -$4.42M 2.82% 7
2020
Q3 		$17.1M Buy
140,211
+13,114
+10% +$1.6M 4.02% 5
2020
Q2 		$15.5M Buy
+127,097
New +$15.5M 4.2% 5