V Wealth Advisors’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 |
-2,803
| Closed | -$336K | – | 430 |
|
|
2020
Q4 | $336K | Buy |
2,803
+264
| +10% | +$31.6K | 0.07% | 289 |
|
|
2020
Q3 | $309K | Sell |
2,539
-149
| -6% | -$18.1K | 0.21% | 125 |
|
|
2020
Q2 | $327K | Buy |
+2,688
| New | +$327K | 0.08% | 249 |
|
|
2019
Q1 | – | Sell |
-4,942
| Closed | -$503K | – | 269 |
|
|
2018
Q4 | $503K | Sell |
4,942
-1,852
| -27% | -$188K | 0.26% | 97 |
|
|
2018
Q3 | $690K | Buy |
6,794
+1,858
| +38% | +$189K | 0.32% | 85 |
|
|
2018
Q2 | $507K | Sell |
4,936
-567
| -10% | -$58.2K | 0.28% | 95 |
|
|
2018
Q1 | $567K | Buy |
5,503
+405
| +8% | +$41.7K | 0.3% | 93 |
|
|
2017
Q4 | $537K | Buy |
5,098
+1,518
| +42% | +$160K | 0.27% | 94 |
|
|
2017
Q3 | $381K | Sell |
3,580
-125
| -3% | -$13.3K | 0.19% | 115 |
|
|
2017
Q2 | $395K | Buy |
3,705
+1,680
| +83% | +$179K | 0.19% | 113 |
|
|
2017
Q1 | $214K | Buy |
+2,025
| New | +$214K | 0.13% | 162 |
|