Greystone Financial Group’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
Q4
Sell
-72,952
Closed -$9.5M 87
2021
Q3
$9.5M Sell
72,952
-53
-0.1% -$6.9K 2.82% 5
2021
Q2
$9.53M Sell
73,005
-274
-0.4% -$35.8K 2.37% 7
2021
Q1
$9.57M Buy
73,279
+52,916
+260% +$6.91M 2.41% 5
2020
Q4
$2.69M Buy
+20,363
New +$2.69M 0.73% 41