Stone House Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,177
| Closed | -$232K | – | 112 |
|
|
2019
Q1 | $232K | Sell |
2,177
-9
| -0.4% | -$959 | 0.12% | 45 |
|
|
2018
Q4 | $228K | Sell |
2,186
-540
| -20% | -$56.3K | 0.14% | 47 |
|
|
2018
Q3 | $276K | Sell |
2,726
-2,323
| -46% | -$235K | 0.16% | 45 |
|
|
2018
Q2 | $518K | Sell |
5,049
-102
| -2% | -$10.5K | 0.33% | 31 |
|
|
2018
Q1 | $532K | Sell |
5,151
-40,082
| -89% | -$4.14M | 0.35% | 30 |
|
|
2017
Q4 | $4.78M | Buy |
45,233
+15,996
| +55% | +$1.69M | 3.23% | 11 |
|
|
2017
Q3 | $3.11M | Buy |
29,237
+10,555
| +56% | +$1.12M | 2.22% | 16 |
|
|
2017
Q2 | $1.99M | Sell |
18,682
-60
| -0.3% | -$6.4K | 1.43% | 18 |
|
|
2017
Q1 | $1.98M | Buy |
18,742
+1,320
| +8% | +$139K | 1.48% | 18 |
|
|
2016
Q4 | $1.83M | Buy |
+17,422
| New | +$1.83M | 1.54% | 19 |
|