BerganKDV Wealth Management’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 | $650K | Sell |
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2023
Q1 | $751K | Buy |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $786K | Buy |
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|
2021
Q4 | $678K | Sell |
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|
2021
Q3 | $694K | Sell |
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|
2021
Q2 | $717K | Buy |
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|
2021
Q1 | $697K | Sell |
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|
2020
Q4 | $723K | Sell |
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|
2020
Q3 | $754K | Buy |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $578K | Sell |
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|
2019
Q3 | $583K | Buy |
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|
2019
Q2 | $507K | Sell |
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|
2019
Q1 | $571K | Buy |
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|
2018
Q4 | $559K | Sell |
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|
2018
Q3 | $969K | Buy |
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|
2018
Q2 | $884K | Buy |
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|
2018
Q1 | $445K | Buy |
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|
2017
Q4 | $201K | Buy |
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