BDO Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $138K | Hold |
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|
2023
Q1 | $141K | Sell |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $19K | Sell |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $19K | Sell |
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|
2021
Q1 | $45K | Sell |
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|
2020
Q4 | $690K | Sell |
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|
2020
Q3 | $703K | Sell |
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|
2020
Q2 | $740K | Buy |
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|
2020
Q1 | $696K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $575K | Buy |
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