BWAM
Boyd Watterson Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,407
| Closed | -$1.26M | – | 136 |
|
|
2020
Q3 | $1.26M | Buy |
9,407
+534
| +6% | +$71.4K | 0.69% | 48 |
|
|
2020
Q2 | $1.19M | Sell |
8,873
-3,670
| -29% | -$491K | 0.8% | 40 |
|
|
2020
Q1 | $1.67M | Buy |
12,543
+4,760
| +61% | +$635K | 1.37% | 21 |
|
|
2019
Q4 | $979K | Buy |
+7,783
| New | +$979K | 0.64% | 50 |
|
|
2014
Q4 | – | Sell |
-3,252
| Closed | -$395K | – | 176 |
|
|
2014
Q3 | $395K | Buy |
+3,252
| New | +$395K | 0.17% | 138 |
|