Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $704K | Buy |
+5,781
| New | +$704K | 0.02% | 221 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$5K | – | 1195 |
|
|
2019
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 1826 |
|
|
2018
Q4 | $5K | Sell |
44
-412
| -90% | -$46.8K | ﹤0.01% | 1724 |
|
|
2018
Q3 | $46K | Sell |
456
-103
| -18% | -$10.4K | ﹤0.01% | 1001 |
|
|
2018
Q2 | $57K | Buy |
559
+3
| +0.5% | +$306 | 0.01% | 925 |
|
|
2018
Q1 | $57K | Buy |
556
+2
| +0.4% | +$205 | 0.01% | 928 |
|
|
2017
Q4 | $59K | Buy |
554
+47
| +9% | +$5.01K | 0.01% | 933 |
|
|
2017
Q3 | $54K | Buy |
507
+2
| +0.4% | +$213 | 0.01% | 946 |
|
|
2017
Q2 | $54K | Buy |
505
+403
| +395% | +$43.1K | 0.01% | 923 |
|
|
2017
Q1 | $11K | Hold |
102
| – | – | ﹤0.01% | 1302 |
|
|
2016
Q4 | $11K | Sell |
102
-285
| -74% | -$30.7K | ﹤0.01% | 1193 |
|
|
2016
Q3 | $43K | Buy |
387
+30
| +8% | +$3.33K | 0.01% | 821 |
|
|
2016
Q2 | $40K | Buy |
357
+207
| +138% | +$23.2K | 0.01% | 794 |
|
|
2016
Q1 | $17K | Buy |
150
+50
| +50% | +$5.67K | ﹤0.01% | 1017 |
|
|
2015
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 1169 |
|