CWS
Confluence Wealth Services’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
Q3 | – | Sell |
-3,403
| Closed | -$393K | – | 352 |
|
|
2024
Q2 | $393K | Buy |
3,403
+1,555
| +84% | +$180K | 0.03% | 255 |
|
|
2024
Q1 | $214K | Buy |
+1,848
| New | +$214K | 0.02% | 316 |
|
|
2022
Q1 | – | Sell |
-98
| Closed | -$12K | – | 659 |
|
|
2021
Q4 | $12K | Buy |
+98
| New | +$12K | ﹤0.01% | 860 |
|