Consultiva Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,088
| Closed | -$125K | – | 33 |
|
|
2023
Q2 | $125K | Hold |
1,088
| – | – | 3.17% | 5 |
|
|
2023
Q1 | $128K | Hold |
1,088
| – | – | 3.28% | 5 |
|
|
2022
Q4 | $125K | Hold |
1,088
| – | – | 3.25% | 5 |
|
|
2022
Q3 | $124K | Hold |
1,088
| – | – | 3.48% | 5 |
|
|
2022
Q2 | $130K | Hold |
1,088
| – | – | 3.64% | 6 |
|
|
2022
Q1 | $133K | Hold |
1,088
| – | – | 3.19% | 5 |
|
|
2021
Q4 | $140K | Hold |
1,088
| – | – | 3.19% | 6 |
|
|
2021
Q3 | $141K | Buy |
+1,088
| New | +$141K | 3.24% | 7 |
|
|
2021
Q1 | $141K | Hold |
1,088
| – | – | 3.06% | 8 |
|
|
2020
Q4 | $145K | Buy |
+1,088
| New | +$145K | 3.38% | 7 |
|
|
2019
Q2 | $142K | Buy |
+1,088
| New | +$142K | 2.89% | 8 |
|