Birchcreek Wealth Management’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
Q3 | – | Sell |
-8,139
| Closed | -$940K | – | 139 |
|
|
2024
Q2 | $940K | Buy |
8,139
+4,781
| +142% | +$552K | 0.53% | 43 |
|
|
2024
Q1 | $389K | Buy |
3,358
+1,611
| +92% | +$187K | 0.2% | 103 |
|
|
2023
Q4 | $205K | Buy |
+1,747
| New | +$205K | 0.12% | 132 |
|
|
2023
Q3 | – | Sell |
-1,818
| Closed | -$210K | – | 136 |
|
|
2023
Q2 | $210K | Sell |
1,818
-218
| -11% | -$25.1K | 0.15% | 125 |
|
|
2023
Q1 | $240K | Buy |
+2,036
| New | +$240K | 0.19% | 113 |
|
|
2021
Q1 | – | Sell |
-521
| Closed | -$69K | – | 191 |
|
|
2020
Q4 | $69K | Buy |
+521
| New | +$69K | 0.07% | 177 |
|