Simply Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $881K | Sell |
8,539
-3,347
| -28% | -$345K | 0.12% | 28 |
|
|
2017
Q4 | $1.26M | Sell |
11,886
-2,685
| -18% | -$283K | 0.16% | 27 |
|
|
2017
Q3 | $1.55M | Sell |
14,571
-2,450
| -14% | -$261K | 0.21% | 28 |
|
|
2017
Q2 | $1.82M | Buy |
17,021
+194
| +1% | +$20.7K | 0.25% | 28 |
|
|
2017
Q1 | $1.78M | Sell |
16,827
-3,126
| -16% | -$330K | 0.25% | 24 |
|
|
2016
Q4 | $2.09M | Buy |
19,953
+7,936
| +66% | +$832K | 0.3% | 25 |
|
|
2016
Q3 | $1.34M | Buy |
12,017
+8,045
| +203% | +$900K | 0.21% | 23 |
|
|
2016
Q2 | $449K | Buy |
+3,972
| New | +$449K | 0.07% | 23 |
|
|
2013
Q4 | – | Sell |
-131
| Closed | -$13K | – | 115 |
|
|
2013
Q3 | $13K | Sell |
131
-338,112
| -100% | -$33.6M | ﹤0.01% | 56 |
|
|
2013
Q2 | $34.7M | Buy |
+338,243
| New | +$34.7M | 6.18% | 4 |
|