Wellesley Investment Partners’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 | $31.4M | Buy |
|
|||||
|
2020
Q2 | $30.8M | Buy |
|
|||||
|
2020
Q1 | $27M | Sell |
|
|||||
|
2019
Q4 | $30.6M | Buy |
|
|||||
|
2019
Q3 | $29.6M | Buy |
|
|||||
|
2019
Q2 | $26M | Buy |
|
|||||
|
2019
Q1 | $23.7M | Buy |
|
|||||
|
2018
Q4 | $15.6M | Sell |
|
|||||
|
2018
Q3 | $15.6M | Buy |
|
|||||
|
2018
Q2 | $11.1M | Buy |
|
|||||
|
2018
Q1 | $11M | Buy |
|
|||||
|
2017
Q4 | $9.75M | Buy |
|
|||||
|
2017
Q3 | $9.16M | Buy |
|
|||||
|
2017
Q2 | $9.08M | Buy |
|
|||||
|
2017
Q1 | $8.91M | Buy |
|
|||||
|
2016
Q4 | $8.27M | Buy |
|
|||||
|
2016
Q3 | $8.33M | Sell |
|
|||||
|
2016
Q2 | $8.45M | Buy |
|
|||||
|
2016
Q1 | $7.67M | Buy |
|
|||||
|
2015
Q4 | $6.63M | Buy |
|