WrapManager Inc’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 |
-2,852
| Closed | -$301K | – | 272 |
|
2017
Q4 | $301K | Sell |
2,852
-450
| -14% | -$47.5K | 0.1% | 198 |
|
2017
Q3 | $352K | Buy |
3,302
+1,046
| +46% | +$112K | 0.12% | 181 |
|
2017
Q2 | $241K | Buy |
2,256
+250
| +12% | +$26.7K | 0.08% | 220 |
|
2017
Q1 | $212K | Buy |
+2,006
| New | +$212K | 0.08% | 222 |
|
2014
Q1 | $2.5M | Sell |
24,609
-7,750
| -24% | -$788K | 2.43% | 13 |
|
2013
Q4 | $3.21M | Buy |
32,359
+2,391
| +8% | +$237K | 2.4% | 15 |
|
2013
Q3 | $3.06M | Buy |
29,968
+243
| +0.8% | +$24.8K | 2.65% | 16 |
|
2013
Q2 | $3.05M | Buy |
+29,725
| New | +$3.05M | 3.13% | 15 |
|