Destination 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
Q1 | – | Sell |
-3,614
| Closed | -$415K | – | 206 |
|
|
2022
Q4 | $415K | Buy |
+3,614
| New | +$415K | 0.02% | 150 |
|
|
2020
Q2 | – | Sell |
-11,367
| Closed | -$1.52M | – | 154 |
|
|
2020
Q1 | $1.52M | Buy |
+11,367
| New | +$1.52M | 0.09% | 88 |
|
|
2019
Q3 | – | Sell |
-223
| Closed | -$28K | – | 296 |
|
|
2019
Q2 | $28K | Hold |
223
| – | – | ﹤0.01% | 345 |
|
|
2019
Q1 | $27K | Hold |
223
| – | – | ﹤0.01% | 357 |
|
|
2018
Q4 | $27K | Sell |
223
-32
| -13% | -$3.87K | ﹤0.01% | 333 |
|
|
2018
Q3 | $30K | Buy |
255
+32
| +14% | +$3.77K | ﹤0.01% | 357 |
|
|
2018
Q2 | $27K | Hold |
223
| – | – | ﹤0.01% | 319 |
|
|
2018
Q1 | $27K | Buy |
+223
| New | +$27K | ﹤0.01% | 312 |
|