BBA
Braun-Bostich & Associates’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
Q3 | – | Sell |
-639
| Closed | -$85K | – | 284 |
|
|
2020
Q2 | $85K | Hold |
639
| – | – | 0.08% | 110 |
|
|
2020
Q1 | $85K | Hold |
639
| – | – | 0.11% | 108 |
|
|
2019
Q4 | $80K | Buy |
+639
| New | +$80K | 0.08% | 124 |
|
|
2019
Q3 | – | Sell |
-639
| Closed | -$80K | – | 185 |
|
|
2019
Q2 | $80K | Sell |
639
-527
| -45% | -$66K | 0.08% | 154 |
|
|
2019
Q1 | $144K | Sell |
1,166
-520
| -31% | -$64.2K | 0.15% | 126 |
|
|
2018
Q4 | $205K | Hold |
1,686
| – | – | 0.22% | 97 |
|
|
2018
Q3 | $201K | Sell |
1,686
-838
| -33% | -$99.9K | 0.19% | 98 |
|
|
2018
Q2 | $303K | Sell |
2,524
-447
| -15% | -$53.7K | 0.3% | 88 |
|
|
2018
Q1 | $358K | Buy |
2,971
+2,257
| +316% | +$272K | 0.31% | 91 |
|
|
2017
Q4 | $87K | Buy |
+714
| New | +$87K | 0.07% | 148 |
|