Telemus Capital’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
Q4 | $2.35M | Sell |
24,398
-6,344
| -21% | -$611K | 0.19% | 97 |
|
|
2023
Q3 | $2.82M | Buy |
30,742
+677
| +2% | +$62K | 0.26% | 83 |
|
|
2023
Q2 | $2.9M | Sell |
30,065
-617
| -2% | -$59.6K | 0.25% | 85 |
|
|
2023
Q1 | $3.04M | Buy |
30,682
+22,604
| +280% | +$2.24M | 0.27% | 84 |
|
|
2022
Q4 | $795K | Sell |
8,078
-443
| -5% | -$43.6K | 0.07% | 187 |
|
|
2022
Q3 | $818K | Buy |
8,521
+1,446
| +20% | +$139K | 0.08% | 171 |
|
|
2022
Q2 | $724K | Buy |
7,075
+2,132
| +43% | +$218K | 0.07% | 205 |
|
|
2022
Q1 | $531K | Buy |
+4,943
| New | +$531K | 0.05% | 223 |
|
|
2019
Q4 | – | Sell |
-26,219
| Closed | -$2.95M | – | 399 |
|
|
2019
Q3 | $2.95M | Buy |
26,219
+426
| +2% | +$47.9K | 0.24% | 94 |
|
|
2019
Q2 | $2.89M | Sell |
25,793
-38,515
| -60% | -$4.32M | 0.26% | 89 |
|
|
2019
Q1 | $6.86M | Sell |
64,308
-1,218
| -2% | -$130K | 0.52% | 49 |
|
|
2018
Q4 | $6.83M | Sell |
65,526
-13,578
| -17% | -$1.41M | 0.55% | 42 |
|
|
2018
Q3 | $8M | Sell |
79,104
-8,449
| -10% | -$855K | 0.6% | 35 |
|
|
2018
Q2 | $8.98M | Sell |
87,553
-2,093
| -2% | -$215K | 0.69% | 27 |
|
|
2018
Q1 | $9.25M | Buy |
89,646
+1,882
| +2% | +$194K | 0.74% | 22 |
|
|
2017
Q4 | $9.27M | Buy |
+87,764
| New | +$9.27M | 0.72% | 19 |
|
|
2017
Q1 | – | Sell |
-2,917
| Closed | -$306K | – | 345 |
|
|
2016
Q4 | $306K | Hold |
2,917
| – | – | 0.04% | 253 |
|
|
2016
Q3 | $326K | Sell |
2,917
-9,398
| -76% | -$1.05M | 0.04% | 265 |
|
|
2016
Q2 | $1.39M | Sell |
12,315
-3,894
| -24% | -$440K | 0.17% | 114 |
|
|
2016
Q1 | $1.79M | Buy |
+16,209
| New | +$1.79M | 0.3% | 78 |
|