Great Lakes Retirement’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
Q4 | – | Sell |
-9,957
| Closed | -$1.19M | – | 209 |
|
|
2024
Q3 | $1.19M | Sell |
9,957
-484
| -5% | -$57.9K | 0.15% | 137 |
|
|
2024
Q2 | $1.21M | Sell |
10,441
-1,016
| -9% | -$117K | 0.17% | 124 |
|
|
2024
Q1 | $1.33M | Sell |
11,457
-739
| -6% | -$85.6K | 0.2% | 108 |
|
|
2023
Q4 | $1.43M | Sell |
12,196
-3,939
| -24% | -$461K | 0.24% | 89 |
|
|
2023
Q3 | $1.83M | Sell |
16,135
-1,433
| -8% | -$162K | 0.33% | 59 |
|
|
2023
Q2 | $2.02M | Sell |
17,568
-1,233
| -7% | -$142K | 0.36% | 53 |
|
|
2023
Q1 | $2.21M | Buy |
+18,801
| New | +$2.21M | 0.42% | 46 |
|