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Golden State Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Golden State Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-373
Closed -$50K – 524
2020
Q1 		$50K Buy
+373
New +$48.1K 0.02% 358

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Golden State Wealth Management's IEI Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2020, closing a stake of 373 shares — an estimated $50K sold.

Golden State Wealth Management first reported a position in IEI in Q1 2020 and held it in 1 quarter. The position peaked at $50K in Q1 2020. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

  • Golden State Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 373 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $50K.
  • Golden State Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Golden State Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $50K in Q1 2020.
  • 492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.