AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $976K | Buy |
7,475
+1
| +0% | +$131 | 0.06% | 68 |
|
|
2021
Q1 | $971K | Sell |
7,474
-1,643
| -18% | -$213K | 0.07% | 64 |
|
|
2020
Q4 | $1.21M | Sell |
9,117
-9,756
| -52% | -$1.3M | 0.09% | 60 |
|
|
2020
Q3 | $2.52M | Sell |
18,873
-4,163
| -18% | -$556K | 0.23% | 52 |
|
|
2020
Q2 | $3.08M | Buy |
23,036
+626
| +3% | +$83.7K | 0.34% | 47 |
|
|
2020
Q1 | $2.99M | Sell |
22,410
-9,752
| -30% | -$1.3M | 0.31% | 51 |
|
|
2019
Q4 | $4.05M | Sell |
32,162
-765
| -2% | -$96.2K | 0.35% | 46 |
|
|
2019
Q3 | $4.18M | Buy |
32,927
+6,396
| +24% | +$811K | 0.39% | 43 |
|
|
2019
Q2 | $3.34M | Buy |
26,531
+5,541
| +26% | +$697K | 0.31% | 46 |
|
|
2019
Q1 | $2.59M | Buy |
20,990
+1,135
| +6% | +$140K | 0.25% | 53 |
|
|
2018
Q4 | $2.41M | Buy |
19,855
+2,916
| +17% | +$354K | 0.27% | 51 |
|
|
2018
Q3 | $2.02M | Buy |
16,939
+8,551
| +102% | +$1.02M | 0.22% | 51 |
|
|
2018
Q2 | $1.01M | Buy |
+8,388
| New | +$1.01M | 0.16% | 47 |
|