ARS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,950
| Closed | -$259K | – | 134 |
|
|
2020
Q4 | $259K | Buy |
1,950
+2
| +0.1% | +$266 | 0.06% | 103 |
|
|
2020
Q3 | $260K | Buy |
+1,948
| New | +$260K | 0.07% | 87 |
|
|
2016
Q4 | – | Sell |
-6,550
| Closed | -$829K | – | 105 |
|
|
2016
Q3 | $829K | Hold |
6,550
| – | – | 0.35% | 32 |
|
|
2016
Q2 | $834K | Sell |
6,550
-191
| -3% | -$24.3K | 0.35% | 30 |
|
|
2016
Q1 | $849K | Buy |
6,741
+691
| +11% | +$87K | 0.4% | 28 |
|
|
2015
Q4 | $742K | Buy |
6,050
+2,050
| +51% | +$251K | 0.38% | 26 |
|
|
2015
Q3 | $499K | Buy |
+4,000
| New | +$499K | 0.25% | 35 |
|