Flagship Private Wealth’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
Q2 | – | Sell |
-2,786
| Closed | -$323K | – | 91 |
|
|
2024
Q1 | $323K | Sell |
2,786
-148
| -5% | -$17.1K | 0.21% | 69 |
|
|
2023
Q4 | $344K | Buy |
+2,934
| New | +$344K | 0.26% | 62 |
|
|
2021
Q3 | – | Sell |
-572
| Closed | -$75K | – | 162 |
|
|
2021
Q2 | $75K | Buy |
572
+489
| +589% | +$64.1K | 0.06% | 112 |
|
|
2021
Q1 | $10.8K | Buy |
83
+11
| +15% | +$1.43K | 0.01% | 214 |
|
|
2020
Q4 | $9.56K | Buy |
+72
| New | +$9.56K | 0.01% | 230 |
|