Vantage Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $22K | Hold |
214
| – | – | ﹤0.01% | 416 |
|
|
2018
Q2 | $22K | Hold |
214
| – | – | 0.01% | 405 |
|
|
2018
Q1 | $22K | Sell |
214
-187
| -47% | -$19.2K | 0.01% | 410 |
|
|
2017
Q4 | $42K | Hold |
401
| – | – | 0.01% | 320 |
|
|
2017
Q3 | $43K | Hold |
401
| – | – | 0.01% | 299 |
|
|
2017
Q2 | $43K | Sell |
401
-830
| -67% | -$89K | 0.01% | 286 |
|
|
2017
Q1 | $130K | Hold |
1,231
| – | – | 0.04% | 156 |
|
|
2016
Q4 | $129K | Sell |
1,231
-22
| -2% | -$2.31K | 0.05% | 145 |
|
|
2016
Q3 | $140K | Sell |
1,253
-398
| -24% | -$44.5K | 0.06% | 128 |
|
|
2016
Q2 | $161K | Buy |
1,651
+750
| +83% | +$73.1K | 0.07% | 131 |
|
|
2016
Q1 | $99K | Sell |
901
-84
| -9% | -$9.23K | 0.04% | 163 |
|
|
2015
Q4 | $104K | Buy |
985
+84
| +9% | +$8.87K | 0.05% | 156 |
|
|
2015
Q3 | $97K | Hold |
901
| – | – | 0.05% | 151 |
|
|
2015
Q2 | $95K | Sell |
901
-401
| -31% | -$42.3K | 0.05% | 172 |
|
|
2015
Q1 | $141K | Buy |
1,302
+522
| +67% | +$56.5K | 0.04% | 192 |
|
|
2014
Q4 | $83K | Hold |
780
| – | – | 0.05% | 189 |
|
|
2014
Q3 | $81K | Hold |
780
| – | – | 0.05% | 185 |
|
|
2014
Q2 | $81K | Sell |
780
-110
| -12% | -$11.4K | 0.05% | 186 |
|
|
2014
Q1 | $91K | Hold |
890
| – | – | 0.06% | 166 |
|
|
2013
Q4 | $88K | Buy |
+890
| New | +$88K | 0.06% | 165 |
|