Viewpoint Investment Partners’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
Q4 | – | Sell |
-4,377
| Closed | -$504K | – | 12 |
|
|
2021
Q3 | $504K | Buy |
4,377
+576
| +15% | +$66.3K | 0.29% | 10 |
|
|
2021
Q2 | $439K | Sell |
3,801
-270
| -7% | -$31.2K | 0.29% | 10 |
|
|
2021
Q1 | $460K | Sell |
4,071
-550
| -12% | -$62.1K | 0.35% | 8 |
|
|
2020
Q4 | $563K | Sell |
4,621
-571
| -11% | -$69.6K | 0.53% | 8 |
|
|
2020
Q3 | $633K | Buy |
5,192
+1,994
| +62% | +$243K | 0.59% | 8 |
|
|
2020
Q2 | $390K | Sell |
3,198
-802
| -20% | -$97.8K | 0.37% | 8 |
|
|
2020
Q1 | $486K | Buy |
4,000
+1,630
| +69% | +$198K | 1.07% | 6 |
|
|
2019
Q4 | $261K | Sell |
2,370
-1,030
| -30% | -$113K | 0.28% | 8 |
|
|
2019
Q3 | $382K | Buy |
3,400
+1,470
| +76% | +$165K | 0.52% | 6 |
|
|
2019
Q2 | $212K | Buy |
+1,930
| New | +$212K | 0.22% | 5 |
|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$208K | – | 12 |
|
|
2018
Q4 | $208K | Buy |
+2,000
| New | +$208K | 0.35% | 5 |
|