Guardian Wealth Advisors (North Carolina)’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
Q1
Sell
-119
Closed -$13.9K 463
2023
Q4
$13.9K Buy
+119
New +$13.9K ﹤0.01% 367
2022
Q3
Sell
-43
Closed -$5K 353
2022
Q2
$5K Hold
43
﹤0.01% 312
2022
Q1
$5K Hold
43
﹤0.01% 226
2021
Q4
$6K Buy
+43
New +$6K ﹤0.01% 216