ACG Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15
| Closed | -$2K | – | 586 |
|
|
2022
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 819 |
|
|
2020
Q1 | – | Sell |
-3,278
| Closed | -$412K | – | 303 |
|
|
2019
Q4 | $412K | Hold |
3,278
| – | – | 0.06% | 232 |
|
|
2019
Q3 | $416K | Sell |
3,278
-334
| -9% | -$42.4K | 0.06% | 229 |
|
|
2019
Q2 | $454K | Hold |
3,612
| – | – | 0.06% | 231 |
|
|
2019
Q1 | $445K | Sell |
3,612
-55
| -1% | -$6.78K | 0.06% | 220 |
|
|
2018
Q4 | $445K | Hold |
3,667
| – | – | 0.07% | 192 |
|
|
2018
Q3 | $437K | Hold |
3,667
| – | – | 0.06% | 205 |
|
|
2018
Q2 | $440K | Hold |
3,667
| – | – | 0.07% | 188 |
|
|
2018
Q1 | $442K | Buy |
3,667
+175
| +5% | +$21.1K | 0.07% | 192 |
|
|
2017
Q4 | $427K | Buy |
3,492
+263
| +8% | +$32.2K | 0.06% | 215 |
|
|
2017
Q3 | $399K | Sell |
3,229
-1,981
| -38% | -$245K | 0.07% | 184 |
|
|
2017
Q2 | $644K | Buy |
5,210
+2,258
| +76% | +$279K | 0.11% | 164 |
|
|
2017
Q1 | $363K | Buy |
+2,952
| New | +$363K | 0.07% | 193 |
|