D.B. Root & Company’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
Q4 | – | Sell |
-1,685
| Closed | -$225K | – | 204 |
|
|
2020
Q3 | $225K | Sell |
1,685
-397
| -19% | -$53K | 0.09% | 189 |
|
|
2020
Q2 | $278K | Sell |
2,082
-19
| -0.9% | -$2.54K | 0.12% | 174 |
|
|
2020
Q1 | $280K | Sell |
2,101
-164
| -7% | -$21.9K | 0.14% | 162 |
|
|
2019
Q4 | $284K | Sell |
2,265
-277
| -11% | -$34.7K | 0.13% | 169 |
|
|
2019
Q3 | $322K | Buy |
2,542
+134
| +6% | +$17K | 0.15% | 160 |
|
|
2019
Q2 | $302K | Buy |
2,408
+390
| +19% | +$48.9K | 0.13% | 169 |
|
|
2019
Q1 | $249K | Buy |
2,018
+154
| +8% | +$19K | 0.11% | 184 |
|
|
2018
Q4 | $226K | Buy |
+1,864
| New | +$226K | 0.11% | 172 |
|