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WA
WealthTrust-Arizona’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
WealthTrust-Arizona’s Portfolio
IEF Stock Details
IEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-908
Closed
-$96K
–
664
2017
Q4
$96K
Hold
908
–
–
0.05%
105
2017
Q3
$97K
Sell
908
-430
-32%
-$46.1K
0.05%
101
2017
Q2
$143K
Buy
1,338
+2
+0.1%
+$214
0.07%
79
2017
Q1
$141K
Buy
1,336
+2
+0.1%
+$210
0.08%
78
2016
Q4
$140K
Sell
1,334
-470
-26%
-$50.5K
0.08%
77
2016
Q3
$202K
Sell
1,804
-2,395
-57%
-$268K
0.12%
61
2016
Q2
$474K
Sell
4,199
-3,024
-42%
-$334K
0.29%
38
2016
Q1
$797K
Buy
7,223
+881
+14%
+$96.1K
0.51%
23
2015
Q4
$670K
Buy
6,342
+2,827
+80%
+$301K
0.4%
27
2015
Q3
$379K
Sell
3,515
-425
-11%
-$45.1K
0.23%
38
2015
Q2
$414K
Sell
3,940
-49
-1%
-$5.22K
0.25%
42
2015
Q1
$432K
Sell
3,989
-2,418
-38%
-$261K
0.26%
39
2014
Q4
$679K
Sell
6,407
-2,395
-27%
-$253K
0.57%
33
2014
Q3
$912K
Sell
8,802
-1,544
-15%
-$160K
1.01%
27
2014
Q2
$1.07M
Buy
10,346
+760
+8%
+$78K
1.15%
24
2014
Q1
$975K
Buy
9,586
+322
+3%
+$32.7K
1.1%
25
2013
Q4
$919K
Sell
9,264
-126
-1%
-$12.8K
1.07%
28
2013
Q3
$959K
Buy
9,390
+206
+2%
+$20.8K
1.21%
22
2013
Q2
$941K
Buy
+9,184
New
+$979K
1.27%
22
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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