Claraphi Advisory Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-203
| Closed | -$27K | – | 703 |
|
|
2020
Q1 | $27K | Buy |
+203
| New | +$27K | 0.01% | 581 |
|
|
2019
Q4 | – | Sell |
-2
| Closed | – | – | 288 |
|
|
2019
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 417 |
|
|
2019
Q2 | – | Sell |
-1,948
| Closed | -$240K | – | 254 |
|
|
2019
Q1 | $240K | Sell |
1,948
-1,083
| -36% | -$133K | 0.15% | 176 |
|
|
2018
Q4 | $368K | Buy |
+3,031
| New | +$368K | 0.28% | 99 |
|