Avalon Advisory Group’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 |
-25,914
| Closed | -$3.16M | – | 11 |
|
|
2022
Q1 | $3.16M | Sell |
25,914
-6,451
| -20% | -$787K | 1.66% | 5 |
|
|
2021
Q4 | $4.16M | Sell |
32,365
-11,259
| -26% | -$1.45M | 2.05% | 4 |
|
|
2021
Q3 | $5.68M | Buy |
43,624
+3,510
| +9% | +$457K | 2.56% | 4 |
|
|
2021
Q2 | $5.24M | Buy |
40,114
+1,870
| +5% | +$244K | 2.42% | 5 |
|
|
2021
Q1 | $4.97M | Buy |
38,244
+5,492
| +17% | +$713K | 2.43% | 5 |
|
|
2020
Q4 | $4.36M | Hold |
32,752
| – | – | 2.17% | 5 |
|
|
2020
Q3 | $4.38M | Hold |
32,752
| – | – | 2.35% | 5 |
|
|
2020
Q2 | $4.38M | Hold |
32,752
| – | – | 2.47% | 5 |
|
|
2020
Q1 | $4.37M | Hold |
32,752
| – | – | 2.78% | 4 |
|
|
2019
Q4 | $4.12M | Buy |
+32,752
| New | +$4.12M | 2.61% | 4 |
|