Disciplined Investments’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 |
-372
| Closed | -$42.9K | – | 778 |
|
|
2023
Q2 | $42.9K | Hold |
372
| – | – | 0.02% | 212 |
|
|
2023
Q1 | $43.8K | Hold |
372
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $42.7K | Hold |
372
| – | – | 0.02% | 223 |
|
|
2022
Q3 | $43K | Sell |
372
-14
| -4% | -$1.62K | 0.02% | 234 |
|
|
2022
Q2 | $46K | Hold |
386
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $47K | Hold |
386
| – | – | 0.02% | 230 |
|
|
2021
Q4 | $50K | Hold |
386
| – | – | 0.02% | 207 |
|
|
2021
Q3 | $50K | Buy |
386
+14
| +4% | +$1.81K | 0.02% | 198 |
|
|
2021
Q2 | $49K | Hold |
372
| – | – | 0.03% | 199 |
|
|
2021
Q1 | $48K | Hold |
372
| – | – | 0.03% | 183 |
|
|
2020
Q4 | $49K | Hold |
372
| – | – | 0.03% | 154 |
|
|
2020
Q3 | $50K | Hold |
372
| – | – | 0.04% | 154 |
|
|
2020
Q2 | $50K | Sell |
372
-159
| -30% | -$21.4K | 0.04% | 164 |
|
|
2020
Q1 | $71K | Buy |
531
+159
| +43% | +$21.3K | 0.07% | 127 |
|
|
2019
Q4 | $47K | Buy |
+372
| New | +$47K | 0.04% | 170 |
|