BSW
Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $48.3M | Buy |
418,437
+11,035
| +3% | +$1.27M | 0.5% | 34 |
|
|
2024
Q1 | $47.2M | Buy |
407,402
+4,396
| +1% | +$509K | 0.5% | 32 |
|
|
2023
Q4 | $47.2M | Buy |
403,006
+47,057
| +13% | +$5.51M | 0.56% | 27 |
|
|
2023
Q3 | $40.3M | Buy |
355,949
+15,385
| +5% | +$1.74M | 0.57% | 26 |
|
|
2023
Q2 | $39.3M | Sell |
340,564
-20,193
| -6% | -$2.33M | 0.56% | 25 |
|
|
2023
Q1 | $41.4M | Hold |
360,757
| – | – | 0.75% | 16 |
|
|
2022
Q4 | $41.4M | Buy |
360,757
+3,880
| +1% | +$446K | 0.75% | 16 |
|
|
2022
Q3 | $40.8M | Buy |
356,877
+27,004
| +8% | +$3.09M | 0.83% | 16 |
|
|
2022
Q2 | $39.4M | Sell |
329,873
-70,396
| -18% | -$8.4M | 0.78% | 17 |
|
|
2022
Q1 | $48.9M | Buy |
400,269
+190,606
| +91% | +$23.3M | 0.96% | 15 |
|
|
2021
Q4 | $27M | Buy |
209,663
+12,924
| +7% | +$1.66M | 0.52% | 28 |
|
|
2021
Q3 | $25.6M | Sell |
196,739
-14,833
| -7% | -$1.93M | 0.52% | 26 |
|
|
2021
Q2 | $27.6M | Sell |
211,572
-5,988
| -3% | -$782K | 0.67% | 22 |
|
|
2021
Q1 | $28.3M | Buy |
217,560
+29,339
| +16% | +$3.81M | 1.39% | 13 |
|
|
2020
Q4 | $25M | Buy |
188,221
+26,248
| +16% | +$3.49M | 1.31% | 12 |
|
|
2020
Q3 | $21.6M | Buy |
161,973
+51,763
| +47% | +$6.92M | 1.66% | 12 |
|
|
2020
Q2 | $14.7M | Buy |
+110,210
| New | +$14.7M | 1.4% | 18 |
|
|
2017
Q1 | – | Sell |
-2,708
| Closed | -$332K | – | 264 |
|
|
2016
Q4 | $332K | Buy |
+2,708
| New | +$332K | 0.11% | 153 |
|