Gofen & Glossberg’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
Q2 | – | Sell |
-1,688
| Closed | -$206K | – | 584 |
|
|
2022
Q1 | $206K | Buy |
1,688
+40
| +2% | +$4.88K | ﹤0.01% | 548 |
|
|
2021
Q4 | $212K | Hold |
1,648
| – | – | ﹤0.01% | 549 |
|
|
2021
Q3 | $215K | Hold |
1,648
| – | – | 0.01% | 537 |
|
|
2021
Q2 | $215K | Sell |
1,648
-854
| -34% | -$111K | 0.01% | 516 |
|
|
2021
Q1 | $325K | Sell |
2,502
-4,773
| -66% | -$620K | 0.01% | 398 |
|
|
2020
Q4 | $967K | Hold |
7,275
| – | – | 0.03% | 234 |
|
|
2020
Q3 | $972K | Hold |
7,275
| – | – | 0.03% | 221 |
|
|
2020
Q2 | $972K | Hold |
7,275
| – | – | 0.03% | 210 |
|
|
2020
Q1 | $970K | Buy |
7,275
+5,274
| +264% | +$703K | 0.04% | 196 |
|
|
2019
Q4 | $252K | Buy |
2,001
+31
| +2% | +$3.9K | 0.01% | 406 |
|
|
2019
Q3 | $250K | Buy |
+1,970
| New | +$250K | 0.01% | 388 |
|
|
2016
Q4 | – | Sell |
-1,600
| Closed | -$202K | – | 461 |
|
|
2016
Q3 | $202K | Hold |
1,600
| – | – | 0.01% | 415 |
|
|
2016
Q2 | $204K | Hold |
1,600
| – | – | 0.01% | 413 |
|
|
2016
Q1 | $202K | Buy |
+1,600
| New | +$202K | 0.01% | 422 |
|