FinTrust Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $76.5K | Hold |
640
| – | – | 0.01% | 486 |
|
|
2024
Q2 | $73.9K | Hold |
640
| – | – | 0.01% | 455 |
|
|
2024
Q1 | $74.1K | Buy |
640
+159
| +33% | +$18.5K | 0.01% | 438 |
|
|
2023
Q4 | $56.3K | Buy |
481
+54
| +13% | +$6.16K | 0.01% | 460 |
|
|
2023
Q3 | $48.3K | Sell |
427
-52
| -11% | -$5.95K | 0.01% | 457 |
|
|
2023
Q2 | $55K | Hold |
479
| – | – | 0.01% | 432 |
|
|
2023
Q1 | $55K | Hold |
479
| – | – | 0.01% | 430 |
|
|
2022
Q4 | $55K | Hold |
479
| – | – | 0.01% | 429 |
|
|
2022
Q3 | $54K | Hold |
479
| – | – | 0.01% | 496 |
|
|
2022
Q2 | $58K | Hold |
479
| – | – | 0.01% | 503 |
|
|
2022
Q1 | $58K | Hold |
479
| – | – | 0.01% | 530 |
|
|
2021
Q4 | $62K | Hold |
479
| – | – | 0.01% | 514 |
|
|
2021
Q3 | $62K | Hold |
479
| – | – | 0.02% | 516 |
|
|
2021
Q2 | $63K | Hold |
479
| – | – | 0.02% | 519 |
|
|
2021
Q1 | $62K | Hold |
479
| – | – | 0.02% | 505 |
|
|
2020
Q4 | $64K | Sell |
479
-8
| -2% | -$1.06K | 0.02% | 460 |
|
|
2020
Q3 | $65 | Buy |
487
+8
| +2% | +$1.07K | 0.01% | 442 |
|
|
2020
Q2 | $64K | Hold |
479
| – | – | 0.03% | 424 |
|
|
2020
Q1 | $64K | Sell |
479
-227
| -32% | -$29.2K | 0.03% | 384 |
|
|
2019
Q4 | $89K | Sell |
706
-75
| -10% | -$9.47K | 0.04% | 340 |
|
|
2019
Q3 | $99K | Buy |
781
+50
| +7% | +$6.32K | 0.04% | 335 |
|
|
2019
Q2 | $92K | Sell |
731
-25
| -3% | -$3.09K | 0.04% | 297 |
|
|
2019
Q1 | $93K | Sell |
756
-971
| -56% | -$118K | 0.04% | 288 |
|
|
2018
Q4 | $210K | Buy |
+1,727
| New | +$206K | 0.1% | 171 |
|
Other funds holding IEI
