Wealthspire Advisors (Maryland)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $704K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $5K | Hold |
|
|||||
|
2018
Q4 | $5K | Sell |
|
|||||
|
2018
Q3 | $46K | Sell |
|
|||||
|
2018
Q2 | $57K | Buy |
|
|||||
|
2018
Q1 | $57K | Buy |
|
|||||
|
2017
Q4 | $59K | Buy |
|
|||||
|
2017
Q3 | $54K | Buy |
|
|||||
|
2017
Q2 | $54K | Buy |
|
|||||
|
2017
Q1 | $11K | Hold |
|
|||||
|
2016
Q4 | $11K | Sell |
|
|||||
|
2016
Q3 | $43K | Buy |
|
|||||
|
2016
Q2 | $40K | Buy |
|
|||||
|
2016
Q1 | $17K | Buy |
|
|||||
|
2015
Q4 | $11K | Buy |
|