TCI Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-165
| Closed | -$15.8K | – | 2572 |
|
|
2022
Q4 | $15.8K | Buy |
165
+116
| +237% | +$11.1K | ﹤0.01% | 809 |
|
|
2022
Q3 | $5K | Sell |
49
-20
| -29% | -$2.04K | ﹤0.01% | 1464 |
|
|
2022
Q2 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 1245 |
|
|
2021
Q4 | – | Sell |
-26
| Closed | -$3K | – | 2387 |
|
|
2021
Q3 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 1928 |
|
|
2021
Q1 | – | Sell |
-62
| Closed | -$7K | – | 2169 |
|
|
2020
Q4 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 724 |
|
|
2020
Q1 | – | Sell |
-223
| Closed | -$25K | – | 1594 |
|
|
2019
Q4 | $25K | Hold |
223
| – | – | 0.01% | 506 |
|
|
2019
Q3 | $25K | Hold |
223
| – | – | 0.01% | 442 |
|
|
2019
Q2 | $25K | Hold |
223
| – | – | 0.01% | 424 |
|
|
2019
Q1 | $24K | Hold |
223
| – | – | 0.01% | 453 |
|
|
2018
Q4 | $23K | Hold |
223
| – | – | 0.01% | 441 |
|
|
2018
Q3 | $23K | Hold |
223
| – | – | 0.01% | 460 |
|
|
2018
Q2 | $23K | Hold |
223
| – | – | 0.01% | 457 |
|
|
2018
Q1 | $23K | Hold |
223
| – | – | 0.01% | 453 |
|
|
2017
Q4 | $24K | Hold |
223
| – | – | 0.01% | 461 |
|
|
2017
Q3 | $24K | Hold |
223
| – | – | 0.01% | 428 |
|
|
2017
Q2 | $24K | Hold |
223
| – | – | 0.01% | 434 |
|
|
2017
Q1 | $24K | Hold |
223
| – | – | 0.01% | 419 |
|
|
2016
Q4 | $23K | Hold |
223
| – | – | 0.01% | 456 |
|
|
2016
Q3 | $25K | Sell |
223
-115
| -34% | -$12.9K | 0.01% | 402 |
|
|
2016
Q2 | $38K | Hold |
338
| – | – | 0.02% | 327 |
|
|
2016
Q1 | $37K | Buy |
338
+223
| +194% | +$24.4K | 0.02% | 340 |
|
|
2015
Q4 | $12K | Hold |
115
| – | – | 0.01% | 539 |
|
|
2015
Q3 | $12K | Hold |
115
| – | – | 0.01% | 474 |
|
|
2015
Q2 | $12K | Hold |
115
| – | – | 0.01% | 483 |
|
|
2015
Q1 | $12K | Hold |
115
| – | – | 0.01% | 422 |
|
|
2014
Q4 | $12K | Hold |
115
| – | – | 0.01% | 425 |
|
|
2014
Q3 | $12K | Hold |
115
| – | – | 0.01% | 413 |
|
|
2014
Q2 | $12K | Hold |
115
| – | – | 0.01% | 435 |
|
|
2014
Q1 | $12K | Hold |
115
| – | – | 0.01% | 400 |
|
|
2013
Q4 | $11K | Buy |
+115
| New | +$11K | 0.01% | 406 |
|