Tiller Private Wealth’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 | – | Sell |
-1,960
| Closed | -$239K | – | 30 |
|
|
2020
Q3 | $239K | Hold |
1,960
| – | – | 0.44% | 24 |
|
|
2020
Q2 | $239K | Hold |
1,960
| – | – | 0.49% | 23 |
|
|
2020
Q1 | $238K | Hold |
1,960
| – | – | 0.27% | 26 |
|
|
2019
Q4 | $216K | Sell |
1,960
-30
| -2% | -$3.31K | 0.17% | 35 |
|
|
2019
Q3 | $224K | Hold |
1,990
| – | – | 0.19% | 35 |
|
|
2019
Q2 | $219K | Hold |
1,990
| – | – | 0.18% | 33 |
|
|
2019
Q1 | $212K | Hold |
1,990
| – | – | 0.18% | 32 |
|
|
2018
Q4 | $207K | Hold |
1,990
| – | – | 0.18% | 32 |
|
|
2018
Q3 | $201K | Buy |
1,990
+30
| +2% | +$3.03K | 0.14% | 39 |
|
|
2018
Q2 | $201K | Hold |
1,960
| – | – | 0.14% | 41 |
|
|
2018
Q1 | $202K | Buy |
+1,960
| New | +$202K | 0.15% | 43 |
|