TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-124
| Closed | -$13K | – | 744 |
|
|
2018
Q4 | $13K | Sell |
124
-321
| -72% | -$33.7K | 0.01% | 406 |
|
|
2018
Q3 | $45K | Hold |
445
| – | – | 0.02% | 282 |
|
|
2018
Q2 | $46K | Hold |
445
| – | – | 0.02% | 272 |
|
|
2018
Q1 | $46K | Hold |
445
| – | – | 0.02% | 264 |
|
|
2017
Q4 | $47K | Buy |
+445
| New | +$47K | 0.02% | 293 |
|