TCM
Tuttle Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,759
| Closed | -$665K | – | 196 |
|
|
2021
Q2 | $665K | Buy |
+5,759
| New | +$665K | 0.29% | 132 |
|
|
2021
Q1 | – | Sell |
-41,721
| Closed | -$5M | – | 267 |
|
|
2020
Q4 | $5M | Buy |
+41,721
| New | +$5M | 3.87% | 4 |
|
|
2020
Q1 | – | Sell |
-81,410
| Closed | -$8.97M | – | 91 |
|
|
2019
Q4 | $8.97M | Buy |
+81,410
| New | +$8.97M | 3.4% | 4 |
|
|
2016
Q4 | – | Sell |
-925
| Closed | -$103K | – | 68 |
|
|
2016
Q3 | $103K | Buy |
+925
| New | +$103K | 0.08% | 65 |
|
|
2016
Q1 | – | Sell |
-1,236
| Closed | -$130K | – | 34 |
|
|
2015
Q4 | $130K | Sell |
1,236
-3,241
| -72% | -$341K | 0.09% | 26 |
|
|
2015
Q3 | $482K | Sell |
4,477
-111
| -2% | -$12K | 0.35% | 14 |
|
|
2015
Q2 | $481K | Sell |
4,588
-76,678
| -94% | -$8.04M | 0.36% | 18 |
|
|
2015
Q1 | $8.81M | Sell |
81,266
-30,804
| -27% | -$3.34M | 6.07% | 3 |
|
|
2014
Q4 | $11.9M | Buy |
112,070
+55,471
| +98% | +$5.88M | 7.49% | 5 |
|
|
2014
Q3 | $5.86M | Buy |
+56,599
| New | +$5.86M | 3.43% | 8 |
|