SVA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.08M | Sell |
25,665
-1,222
| -5% | -$147K | 0.27% | 70 |
|
|
2020
Q3 | $3.28M | Sell |
26,887
-2,632
| -9% | -$321K | 0.32% | 64 |
|
|
2020
Q2 | $3.6M | Sell |
29,519
-890,232
| -97% | -$108M | 0.38% | 58 |
|
|
2020
Q1 | $112M | Buy |
919,751
+29,739
| +3% | +$3.61M | 12.82% | 1 |
|
|
2019
Q4 | $98.1M | Buy |
890,012
+23,366
| +3% | +$2.58M | 8.99% | 2 |
|
|
2019
Q3 | $97.5M | Buy |
866,646
+20,749
| +2% | +$2.33M | 9.56% | 1 |
|
|
2019
Q2 | $93.1M | Buy |
845,897
+12,142
| +1% | +$1.34M | 9.16% | 2 |
|
|
2019
Q1 | $88.9M | Buy |
833,755
+48,944
| +6% | +$5.22M | 8.6% | 2 |
|
|
2018
Q4 | $81.8M | Buy |
784,811
+21,023
| +3% | +$2.19M | 9.2% | 1 |
|
|
2018
Q3 | $77.3M | Buy |
763,788
+38,110
| +5% | +$3.86M | 7.85% | 2 |
|
|
2018
Q2 | $74.4M | Buy |
+725,678
| New | +$74.4M | 8.03% | 2 |
|
|
2018
Q1 | – | Sell |
-99,243
| Closed | -$10.5M | – | 208 |
|
|
2017
Q4 | $10.5M | Buy |
+99,243
| New | +$10.5M | 1.23% | 16 |
|