WealthTrust-Arizona’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
Q1 | – | Sell |
-908
| Closed | -$96K | – | 664 |
|
|
2017
Q4 | $96K | Hold |
908
| – | – | 0.05% | 105 |
|
|
2017
Q3 | $97K | Sell |
908
-430
| -32% | -$45.9K | 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% | +$211 | 0.08% | 78 |
|
|
2016
Q4 | $140K | Sell |
1,334
-470
| -26% | -$49.3K | 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% | -$341K | 0.29% | 38 |
|
|
2016
Q1 | $797K | Buy |
7,223
+881
| +14% | +$97.2K | 0.51% | 23 |
|
|
2015
Q4 | $670K | Buy |
6,342
+2,827
| +80% | +$299K | 0.4% | 27 |
|
|
2015
Q3 | $379K | Sell |
3,515
-425
| -11% | -$45.8K | 0.23% | 38 |
|
|
2015
Q2 | $414K | Sell |
3,940
-49
| -1% | -$5.15K | 0.25% | 42 |
|
|
2015
Q1 | $432K | Sell |
3,989
-2,418
| -38% | -$262K | 0.26% | 39 |
|
|
2014
Q4 | $679K | Sell |
6,407
-2,395
| -27% | -$254K | 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% | +$78.7K | 1.15% | 24 |
|
|
2014
Q1 | $975K | Buy |
9,586
+322
| +3% | +$32.8K | 1.1% | 25 |
|
|
2013
Q4 | $919K | Sell |
9,264
-126
| -1% | -$12.5K | 1.07% | 28 |
|
|
2013
Q3 | $959K | Buy |
9,390
+206
| +2% | +$21K | 1.21% | 22 |
|
|
2013
Q2 | $941K | Buy |
+9,184
| New | +$941K | 1.27% | 22 |
|