Estate Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-62,400
| Closed | -$8.11M | – | 171 |
|
|
2021
Q1 | $8.11M | Sell |
62,400
-5,450
| -8% | -$708K | 1.19% | 31 |
|
|
2020
Q4 | $9.02M | Sell |
67,850
-1,645
| -2% | -$219K | 1.36% | 24 |
|
|
2020
Q3 | $9.28M | Sell |
69,495
-5,825
| -8% | -$778K | 1.44% | 24 |
|
|
2020
Q2 | $10.1M | Sell |
75,320
-4,005
| -5% | -$535K | 1.61% | 19 |
|
|
2020
Q1 | $10.6M | Buy |
79,325
+5,575
| +8% | +$743K | 1.74% | 20 |
|
|
2019
Q4 | $9.27M | Buy |
73,750
+1,000
| +1% | +$126K | 1.36% | 32 |
|
|
2019
Q3 | $9.23M | Buy |
72,750
+49,500
| +213% | +$6.28M | 1.42% | 29 |
|
|
2019
Q2 | $2.92M | Sell |
23,250
-45,000
| -66% | -$5.66M | 0.46% | 52 |
|
|
2019
Q1 | $8.41M | Buy |
68,250
+44,950
| +193% | +$5.54M | 1.44% | 30 |
|
|
2018
Q4 | $2.83M | Buy |
+23,300
| New | +$2.83M | 0.57% | 49 |
|
|
2016
Q3 | – | Sell |
-39,830
| Closed | -$5.07M | – | 55 |
|
|
2016
Q2 | $5.07M | Buy |
39,830
+6,350
| +19% | +$809K | 2.02% | 22 |
|
|
2016
Q1 | $4.22M | Buy |
+33,480
| New | +$4.22M | 1.86% | 22 |
|