Evanson Asset 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
Q3 | – | Sell |
-2,268
| Closed | -$261K | – | 288 |
|
|
2023
Q2 | $261K | Buy |
+2,268
| New | +$261K | 0.02% | 239 |
|
|
2018
Q3 | – | Sell |
-2,160
| Closed | -$259K | – | 244 |
|
|
2018
Q2 | $259K | Hold |
2,160
| – | – | 0.05% | 210 |
|
|
2018
Q1 | $261K | Hold |
2,160
| – | – | 0.05% | 207 |
|
|
2017
Q4 | $264K | Buy |
+2,160
| New | +$264K | 0.05% | 207 |
|