Watermark Asset Management’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 | – | Sell |
-9,737
| Closed | -$998K | – | 244 |
|
|
2018
Q2 | $998K | Buy |
9,737
+272
| +3% | +$27.9K | 0.42% | 31 |
|
|
2018
Q1 | $977K | Sell |
9,465
-13,141
| -58% | -$1.36M | 0.41% | 32 |
|
|
2017
Q4 | $2.39M | Buy |
22,606
+6,675
| +42% | +$705K | 0.99% | 20 |
|
|
2017
Q3 | $1.7M | Buy |
15,931
+3,404
| +27% | +$363K | 0.74% | 22 |
|
|
2017
Q2 | $1.34M | Buy |
12,527
+1,225
| +11% | +$131K | 0.6% | 25 |
|
|
2017
Q1 | $1.19M | Buy |
+11,302
| New | +$1.19M | 0.56% | 25 |
|