ARS Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-71,956
| Closed | -$8.68M | – | 134 |
|
|
2018
Q1 | $8.68M | Buy |
71,956
+4,112
| +6% | +$496K | 1.06% | 31 |
|
|
2017
Q4 | $8.29M | Sell |
67,844
-3,019
| -4% | -$369K | 1% | 32 |
|
|
2017
Q3 | $8.75M | Buy |
70,863
+412
| +0.6% | +$50.9K | 1.13% | 32 |
|
|
2017
Q2 | $8.71M | Buy |
70,451
+23,504
| +50% | +$2.9M | 1.2% | 29 |
|
|
2017
Q1 | $5.78M | Buy |
46,947
+37,052
| +374% | +$4.56M | 0.84% | 37 |
|
|
2016
Q4 | $1.21M | Buy |
+9,895
| New | +$1.21M | 0.19% | 96 |
|