Financial Advocates Investment 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
Q1 | – | Sell |
-1,509
| Closed | -$217K | – | 770 |
|
|
2022
Q4 | $217K | Buy |
+1,509
| New | +$217K | 0.02% | 657 |
|
|
2021
Q2 | – | Sell |
-1,710
| Closed | -$222K | – | 768 |
|
|
2021
Q1 | $222K | Sell |
1,710
-310
| -15% | -$40.2K | 0.02% | 674 |
|
|
2020
Q4 | $258K | Sell |
2,020
-1,234
| -38% | -$158K | 0.02% | 605 |
|
|
2020
Q3 | $435K | Sell |
3,254
-4,220
| -56% | -$564K | 0.04% | 392 |
|
|
2020
Q2 | $994K | Buy |
7,474
+3,126
| +72% | +$416K | 0.09% | 237 |
|
|
2020
Q1 | $580K | Buy |
4,348
+396
| +10% | +$52.8K | 0.08% | 251 |
|
|
2019
Q4 | $497K | Buy |
+3,952
| New | +$497K | 0.05% | 312 |
|