Beacon Bridge Wealth Partners’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 |
-1,862
| Closed | -$218K | – | 100 |
|
|
2023
Q4 | $218K | Sell |
1,862
-354
| -16% | -$41.5K | 0.11% | 94 |
|
|
2023
Q3 | $251K | Sell |
2,216
-332
| -13% | -$37.6K | 0.13% | 75 |
|
|
2023
Q2 | $294K | Buy |
2,548
+7
| +0.3% | +$807 | 0.15% | 64 |
|
|
2023
Q1 | $299K | Sell |
2,541
-192
| -7% | -$22.6K | 0.18% | 62 |
|
|
2022
Q4 | $314K | Buy |
+2,733
| New | +$314K | 0.23% | 57 |
|