Trust Company of Vermont’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-36
| Closed | -$3.41K | – | 921 |
|
2024
Q1 | $3.41K | Buy |
+36
| New | +$3.41K | ﹤0.01% | 766 |
|
2022
Q4 | – | Sell |
-200
| Closed | -$19K | – | 926 |
|
2022
Q3 | $19K | Sell |
200
-6
| -3% | -$570 | ﹤0.01% | 604 |
|
2022
Q2 | $21K | Buy |
+206
| New | +$21K | ﹤0.01% | 569 |
|
2022
Q1 | – | Sell |
-200
| Closed | -$23K | – | 516 |
|
2021
Q4 | $23K | Buy |
+200
| New | +$23K | ﹤0.01% | 568 |
|
2019
Q3 | – | Sell |
-162
| Closed | -$18K | – | 1006 |
|
2019
Q2 | $18K | Hold |
162
| – | – | ﹤0.01% | 646 |
|
2019
Q1 | $17K | Hold |
162
| – | – | ﹤0.01% | 630 |
|
2018
Q4 | $17K | Sell |
162
-61
| -27% | -$6.4K | ﹤0.01% | 648 |
|
2018
Q3 | $23K | Hold |
223
| – | – | ﹤0.01% | 653 |
|
2018
Q2 | $23K | Hold |
223
| – | – | ﹤0.01% | 673 |
|
2018
Q1 | $23K | Hold |
223
| – | – | ﹤0.01% | 629 |
|
2017
Q4 | $24K | Sell |
223
-16
| -7% | -$1.72K | ﹤0.01% | 636 |
|
2017
Q3 | $24K | Hold |
239
| – | – | ﹤0.01% | 614 |
|
2017
Q2 | $24K | Sell |
239
-61
| -20% | -$6.13K | ﹤0.01% | 620 |
|
2017
Q1 | $30K | Buy |
300
+61
| +26% | +$6.1K | ﹤0.01% | 551 |
|
2016
Q4 | $23K | Hold |
239
| – | – | ﹤0.01% | 590 |
|
2016
Q3 | $25K | Hold |
239
| – | – | ﹤0.01% | 532 |
|
2016
Q2 | $25K | Buy |
239
+16
| +7% | +$1.67K | ﹤0.01% | 484 |
|
2016
Q1 | $25K | Hold |
223
| – | – | ﹤0.01% | 485 |
|
2015
Q4 | $24K | Buy |
+223
| New | +$24K | ﹤0.01% | 505 |
|