Trivium Point Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,545
| Closed | -$420K | – | 204 |
|
|
2020
Q4 | $420K | Buy |
3,545
+982
| +38% | +$116K | 0.12% | 147 |
|
|
2020
Q3 | $312K | Sell |
2,563
-28,112
| -92% | -$3.42M | 0.11% | 140 |
|
|
2020
Q2 | $3.73M | Buy |
+30,675
| New | +$3.73M | 1.48% | 8 |
|
|
2019
Q3 | – | Sell |
-5,673
| Closed | -$624K | – | 163 |
|
|
2019
Q2 | $624K | Buy |
5,673
+3,340
| +143% | +$367K | 0.28% | 110 |
|
|
2019
Q1 | $249K | Buy |
+2,333
| New | +$249K | 0.12% | 142 |
|