Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $116K | Buy |
+988
| New | +$116K | ﹤0.01% | 554 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$1K | – | 1209 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1229 |
|
|
2017
Q2 | – | Sell |
-135
| Closed | -$17K | – | 692 |
|
|
2017
Q1 | $17K | Hold |
135
| – | – | ﹤0.01% | 552 |
|
|
2016
Q4 | $17K | Hold |
135
| – | – | ﹤0.01% | 555 |
|
|
2016
Q3 | $17K | Hold |
135
| – | – | ﹤0.01% | 555 |
|
|
2016
Q2 | $17K | Hold |
135
| – | – | ﹤0.01% | 561 |
|
|
2016
Q1 | $17K | Sell |
135
-354
| -72% | -$44.6K | ﹤0.01% | 549 |
|
|
2015
Q4 | $60K | Sell |
489
-80
| -14% | -$9.82K | ﹤0.01% | 399 |
|
|
2015
Q3 | $71K | Buy |
569
+434
| +321% | +$54.2K | ﹤0.01% | 351 |
|
|
2015
Q2 | $17K | Buy |
+135
| New | +$17K | ﹤0.01% | 558 |
|