Coury Firm Asset 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 |
-10,817
| Closed | -$1.25M | – | 54 |
|
|
2023
Q2 | $1.25M | Buy |
10,817
+10,381
| +2,381% | +$1.2M | 1.8% | 10 |
|
|
2023
Q1 | $1.27M | Sell |
436
-10,378
| -96% | -$30.3M | 1.79% | 12 |
|
|
2022
Q4 | $1.24M | Buy |
+10,814
| New | +$1.24M | 1.85% | 10 |
|
|
2022
Q3 | – | Sell |
-11,114
| Closed | -$1.33M | – | 48 |
|
|
2022
Q2 | $1.33M | Sell |
11,114
-22,838
| -67% | -$2.72M | 1.76% | 11 |
|
|
2022
Q1 | $4.14M | Buy |
33,952
+21,833
| +180% | +$2.66M | 3.59% | 8 |
|
|
2021
Q4 | $1.56M | Buy |
+12,119
| New | +$1.56M | 1.18% | 13 |
|