DSN
D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-93,695
| Closed | -$12.2M | – | 52 |
|
|
2021
Q1 | $12.2M | Buy |
93,695
+1,468
| +2% | +$191K | 5.46% | 6 |
|
|
2020
Q4 | $12.3M | Sell |
92,227
-737
| -0.8% | -$98K | 5.99% | 5 |
|
|
2020
Q3 | $12.4M | Buy |
92,964
+7,098
| +8% | +$948K | 6.97% | 4 |
|
|
2020
Q2 | $11.5M | Buy |
85,866
+9,245
| +12% | +$1.24M | 7.19% | 5 |
|
|
2020
Q1 | $10.2M | Buy |
+76,621
| New | +$10.2M | 6.14% | 5 |
|
|
2017
Q4 | – | Sell |
-16
| Closed | -$2K | – | 178 |
|
|
2017
Q3 | $2K | Sell |
16
-10,031
| -100% | -$1.25M | ﹤0.01% | 173 |
|
|
2017
Q2 | $1.24M | Sell |
10,047
-228
| -2% | -$28.2K | 0.85% | 17 |
|
|
2017
Q1 | $1.26M | Sell |
10,275
-1,410
| -12% | -$173K | 0.81% | 18 |
|
|
2016
Q4 | $1.43M | Buy |
+11,685
| New | +$1.43M | 1.02% | 15 |
|