Financial Consulate’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,081
| Closed | -$248K | – | 122 |
|
|
2022
Q2 | $248K | Sell |
2,081
-77
| -4% | -$9.18K | 0.12% | 105 |
|
|
2022
Q1 | $263K | Sell |
2,158
-383
| -15% | -$46.7K | 0.1% | 106 |
|
|
2021
Q4 | $327K | Hold |
2,541
| – | – | 0.11% | 99 |
|
|
2021
Q3 | $331K | Sell |
2,541
-69
| -3% | -$8.99K | 0.12% | 93 |
|
|
2021
Q2 | $341K | Sell |
2,610
-312
| -11% | -$40.8K | 0.12% | 86 |
|
|
2021
Q1 | $380K | Buy |
2,922
+197
| +7% | +$25.6K | 0.15% | 71 |
|
|
2020
Q4 | $362K | Buy |
2,725
+193
| +8% | +$25.6K | 0.16% | 72 |
|
|
2020
Q3 | $338K | Buy |
2,532
+173
| +7% | +$23.1K | 0.16% | 72 |
|
|
2020
Q2 | $315K | Sell |
2,359
-754
| -24% | -$101K | 0.16% | 72 |
|
|
2020
Q1 | $415K | Sell |
3,113
-1,022
| -25% | -$136K | 0.25% | 56 |
|
|
2019
Q4 | $520K | Buy |
4,135
+993
| +32% | +$125K | 0.23% | 54 |
|
|
2019
Q3 | $398K | Buy |
+3,142
| New | +$398K | 0.17% | 72 |
|