55I LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$3.1M Sell
2021
Q4
$3.85M Sell
2021
Q3
$4.48M Sell
2021
Q2
$4.74M Buy
2021
Q1
$3.94M Buy
2020
Q4
$3.98M Sell
2020
Q3
$4.09M Buy
2020
Q2
$3.69M Buy
2020
Q1
$3.48M Buy
2019
Q4
$3.24M Buy
2019
Q3
$2.91M Buy
2019
Q2
$2.86M Buy
2019
Q1
$2.09M Buy
2018
Q4
$1.8M Buy