Bragg Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,682
| Closed | -$206K | – | 254 |
|
|
2016
Q4 | $206K | Hold |
1,682
| – | – | 0.03% | 247 |
|
|
2016
Q3 | $213K | Sell |
1,682
-88
| -5% | -$11.1K | 0.04% | 245 |
|
|
2016
Q2 | $225K | Hold |
1,770
| – | – | 0.04% | 243 |
|
|
2016
Q1 | $223K | Buy |
+1,770
| New | +$223K | 0.04% | 240 |
|
|
2015
Q2 | – | Sell |
-1,663
| Closed | -$206K | – | 234 |
|
|
2015
Q1 | $206K | Sell |
1,663
-125
| -7% | -$15.5K | 0.05% | 225 |
|
|
2014
Q4 | $219K | Sell |
1,788
-75
| -4% | -$9.19K | 0.05% | 218 |
|
|
2014
Q3 | $226K | Hold |
1,863
| – | – | 0.06% | 213 |
|
|
2014
Q2 | $227K | Sell |
1,863
-356
| -16% | -$43.4K | 0.05% | 219 |
|
|
2014
Q1 | $268K | Hold |
2,219
| – | – | 0.07% | 210 |
|
|
2013
Q4 | $266K | Hold |
2,219
| – | – | 0.06% | 217 |
|
|
2013
Q3 | $269K | Hold |
2,219
| – | – | 0.07% | 211 |
|
|
2013
Q2 | $268K | Buy |
+2,219
| New | +$268K | 0.07% | 203 |
|