All Season Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.83M | Buy |
+15,313
| New | +$1.83M | 1.56% | 22 |
|
|
2024
Q2 | – | Sell |
-5,641
| Closed | -$653K | – | 101 |
|
|
2024
Q1 | $653K | Buy |
5,641
+990
| +21% | +$115K | 0.54% | 46 |
|
|
2023
Q4 | $545K | Buy |
+4,651
| New | +$545K | 0.46% | 61 |
|
|
2023
Q3 | – | Sell |
-54,693
| Closed | -$6.3M | – | 97 |
|
|
2023
Q2 | $6.3M | Sell |
54,693
-9,508
| -15% | -$1.1M | 5.66% | 3 |
|
|
2023
Q1 | $7.55M | Buy |
+64,201
| New | +$7.55M | 6.84% | 1 |
|