Simon Quick Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-137
| Closed | -$16K | – | 458 |
|
|
2020
Q4 | $16K | Sell |
137
-16,384
| -99% | -$1.91M | ﹤0.01% | 343 |
|
|
2020
Q3 | $2.01M | Buy |
16,521
+40
| +0.2% | +$4.87K | 0.57% | 29 |
|
|
2020
Q2 | $2.01M | Sell |
16,481
-1,171
| -7% | -$143K | 0.76% | 28 |
|
|
2020
Q1 | $2.14M | Buy |
+17,652
| New | +$2.14M | 0.8% | 21 |
|
|
2019
Q3 | – | Sell |
-339
| Closed | -$37.3K | – | 437 |
|
|
2019
Q2 | $37.3K | Buy |
+339
| New | +$37.3K | 0.02% | 133 |
|