SBSB
Sullivan, Bruyette, Speros & Blaney’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $314K | Hold |
2,778
| – | – | 0.01% | 235 |
|
|
2020
Q4 | $333K | Buy |
2,778
+1,956
| +238% | +$234K | 0.02% | 209 |
|
|
2020
Q3 | $100K | Buy |
+822
| New | +$100K | 0.01% | 349 |
|
|
2020
Q1 | – | Sell |
-1,013
| Closed | -$112K | – | 320 |
|
|
2019
Q4 | $112K | Hold |
1,013
| – | – | 0.01% | 330 |
|
|
2019
Q3 | $114K | Buy |
+1,013
| New | +$114K | 0.01% | 311 |
|