Advisor Partners’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
Q2 | – | Sell |
-7,152
| Closed | -$873K | – | 861 |
|
|
2022
Q1 | $873K | Sell |
7,152
-393
| -5% | -$48K | 0.05% | 341 |
|
|
2021
Q4 | $971K | Buy |
7,545
+3,907
| +107% | +$503K | 0.06% | 309 |
|
|
2021
Q3 | $473K | Sell |
3,638
-1,976
| -35% | -$257K | 0.03% | 504 |
|
|
2021
Q2 | $733K | Hold |
5,614
| – | – | 0.05% | 380 |
|
|
2021
Q1 | $729K | Buy |
+5,614
| New | +$729K | 0.05% | 369 |
|