B.O.S.S. Retirement 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
Q1 | – | Sell |
-6,077
| Closed | -$712K | – | 176 |
|
|
2023
Q4 | $712K | Sell |
6,077
-536
| -8% | -$62.8K | 0.14% | 169 |
|
|
2023
Q3 | $748K | Sell |
6,613
-12
| -0.2% | -$1.36K | 0.16% | 167 |
|
|
2023
Q2 | $764K | Buy |
6,625
+351
| +6% | +$40.5K | 0.16% | 167 |
|
|
2023
Q1 | $738K | Buy |
6,274
+184
| +3% | +$21.6K | 0.17% | 156 |
|
|
2022
Q4 | $700K | Buy |
+6,090
| New | +$700K | 0.18% | 154 |
|