Donoghue Forlines’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
Q4 | – | Sell |
-29,738
| Closed | -$3.37M | – | 237 |
|
2023
Q3 | $3.37M | Buy |
+29,738
| New | +$3.37M | 1.2% | 12 |
|
2023
Q1 | – | Sell |
-166,080
| Closed | -$19.1M | – | 239 |
|
2022
Q4 | $19.1M | Sell |
166,080
-13,463
| -7% | -$1.55M | 6.75% | 1 |
|
2022
Q3 | $20.5M | Buy |
179,543
+25,713
| +17% | +$2.94M | 7.41% | 3 |
|
2022
Q2 | $18.4M | Sell |
153,830
-23,375
| -13% | -$2.79M | 4.8% | 3 |
|
2022
Q1 | $21.6M | Buy |
+177,205
| New | +$21.6M | 4.69% | 2 |
|