GDS Wealth 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
Q2 | – | Sell |
-63,528
| Closed | -$7.47M | – | 123 |
|
|
2023
Q1 | $7.47M | Buy |
63,528
+5,153
| +9% | +$606K | 1.32% | 26 |
|
|
2022
Q4 | $6.71M | Buy |
58,375
+4,719
| +9% | +$542K | 1.28% | 30 |
|
|
2022
Q3 | $6.13M | Buy |
53,656
+4,383
| +9% | +$501K | 1.37% | 28 |
|
|
2022
Q2 | $5.88M | Sell |
49,273
-3,500
| -7% | -$418K | 1.32% | 30 |
|
|
2022
Q1 | $6.34M | Buy |
52,773
+2,367
| +5% | +$284K | 1.4% | 20 |
|
|
2021
Q4 | $6.49M | Buy |
+50,406
| New | +$6.49M | 1.45% | 17 |
|