WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $97K | Hold |
909
| – | – | 0.02% | 534 |
|
|
2017
Q1 | $96K | Sell |
909
-1,000
| -52% | -$106K | 0.03% | 487 |
|
|
2016
Q4 | $200K | Sell |
1,909
-300
| -14% | -$31.4K | 0.05% | 383 |
|
|
2016
Q3 | $247K | Hold |
2,209
| – | – | 0.06% | 312 |
|
|
2016
Q2 | $250K | Hold |
2,209
| – | – | 0.07% | 277 |
|
|
2016
Q1 | $244K | Sell |
2,209
-505
| -19% | -$55.8K | 0.07% | 263 |
|
|
2015
Q4 | $287K | Sell |
2,714
-490
| -15% | -$51.8K | 0.09% | 230 |
|
|
2015
Q3 | $346K | Sell |
3,204
-1,165
| -27% | -$126K | 0.11% | 197 |
|
|
2015
Q2 | $459K | Buy |
4,369
+3,298
| +308% | +$346K | 0.13% | 181 |
|
|
2015
Q1 | $116K | Buy |
1,071
+694
| +184% | +$75.2K | 0.03% | 486 |
|
|
2014
Q4 | $40K | Sell |
377
-123
| -25% | -$13.1K | 0.01% | 965 |
|
|
2014
Q3 | $52K | Buy |
500
+9
| +2% | +$936 | 0.01% | 903 |
|
|
2014
Q2 | $51K | Buy |
491
+366
| +293% | +$38K | 0.01% | 904 |
|
|
2014
Q1 | $13K | Sell |
125
-263
| -68% | -$27.4K | ﹤0.01% | 1388 |
|
|
2013
Q4 | $39K | Sell |
388
-274
| -41% | -$27.5K | 0.01% | 1093 |
|
|
2013
Q3 | $68K | Sell |
662
-3,623
| -85% | -$372K | 0.01% | 814 |
|
|
2013
Q2 | $439K | Buy |
+4,285
| New | +$439K | 0.07% | 287 |
|