SGI
Swan Global Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-32,756
| Closed | -$3.42M | – | 22 |
|
|
2016
Q4 | $3.42M | Buy |
32,756
+3,256
| +11% | +$340K | 0.11% | 17 |
|
|
2016
Q3 | $3.31M | Buy |
29,500
+5,905
| +25% | +$662K | 0.12% | 17 |
|
|
2016
Q2 | $2.66M | Buy |
23,595
+2,127
| +10% | +$240K | 0.1% | 17 |
|
|
2016
Q1 | $2.36M | Buy |
+21,468
| New | +$2.36M | 0.1% | 21 |
|