BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $138K | Hold |
1,200
| – | – | 0.02% | 298 |
|
|
2023
Q1 | $141K | Sell |
1,200
-3,600
| -75% | -$424K | 0.02% | 279 |
|
|
2022
Q4 | $551K | Buy |
+4,800
| New | +$551K | 0.07% | 166 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1072 |
|
|
2022
Q1 | $1K | Sell |
5
-140
| -97% | -$28K | ﹤0.01% | 996 |
|
|
2021
Q4 | $19K | Sell |
145
-4
| -3% | -$524 | ﹤0.01% | 628 |
|
|
2021
Q3 | $19K | Hold |
149
| – | – | ﹤0.01% | 622 |
|
|
2021
Q2 | $19K | Sell |
149
-200
| -57% | -$25.5K | ﹤0.01% | 636 |
|
|
2021
Q1 | $45K | Sell |
349
-4,841
| -93% | -$624K | 0.01% | 468 |
|
|
2020
Q4 | $690K | Sell |
5,190
-73
| -1% | -$9.71K | 0.1% | 130 |
|
|
2020
Q3 | $703K | Sell |
5,263
-269
| -5% | -$35.9K | 0.11% | 118 |
|
|
2020
Q2 | $740K | Buy |
5,532
+313
| +6% | +$41.9K | 0.13% | 111 |
|
|
2020
Q1 | $696K | Sell |
5,219
-2,735
| -34% | -$365K | 0.14% | 109 |
|
|
2019
Q4 | $1M | Buy |
7,954
+3,420
| +75% | +$430K | 0.26% | 76 |
|
|
2019
Q3 | $575K | Buy |
+4,534
| New | +$575K | 0.15% | 109 |
|