FormulaFolio Investments’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-81,824
| Closed | -$10.9M | – | 613 |
|
2020
Q4 | $10.9M | Buy |
81,824
+30,782
| +60% | +$4.09M | 0.23% | 82 |
|
2020
Q3 | $6.82M | Sell |
51,042
-42,790
| -46% | -$5.72M | 0.26% | 52 |
|
2020
Q2 | $12.5M | Buy |
93,832
+89,832
| +2,246% | +$12M | 0.51% | 35 |
|
2020
Q1 | $533K | Sell |
4,000
-10,158
| -72% | -$1.35M | 0.03% | 170 |
|
2019
Q4 | $1.78M | Sell |
14,158
-192
| -1% | -$24.1K | 0.06% | 124 |
|
2019
Q3 | $1.82M | Buy |
+14,350
| New | +$1.82M | 0.07% | 113 |
|