Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $21.6K | Sell |
181
-524
| -74% | -$62.7K | 0.01% | 161 |
|
|
2024
Q2 | $81.4K | Sell |
705
-299
| -30% | -$34.5K | 0.05% | 125 |
|
|
2024
Q1 | $116K | Sell |
1,004
-673
| -40% | -$77.9K | 0.07% | 114 |
|
|
2023
Q4 | $196K | Sell |
1,677
-4,769
| -74% | -$559K | 0.13% | 102 |
|
|
2023
Q3 | $729K | Buy |
6,446
+6,109
| +1,813% | +$691K | 0.54% | 47 |
|
|
2023
Q2 | $38.8K | Buy |
+337
| New | +$38.8K | 0.03% | 140 |
|