Harrell Investment Partners’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
Q1 | – | Sell |
-29,003
| Closed | -$3.73M | – | 101 |
|
|
2021
Q4 | $3.73M | Buy |
29,003
+1,422
| +5% | +$183K | 1.15% | 28 |
|
|
2021
Q3 | $3.59M | Buy |
27,581
+2,762
| +11% | +$360K | 1.16% | 29 |
|
|
2021
Q2 | $3.24M | Sell |
24,819
-3,511
| -12% | -$458K | 1.05% | 34 |
|
|
2021
Q1 | $3.68M | Sell |
28,330
-437
| -2% | -$56.8K | 1.3% | 29 |
|
|
2020
Q4 | $3.83M | Buy |
28,767
+3,838
| +15% | +$510K | 1.47% | 22 |
|
|
2020
Q3 | $3.33M | Buy |
24,929
+4,479
| +22% | +$598K | 1.45% | 28 |
|
|
2020
Q2 | $2.99M | Sell |
20,450
-3,772
| -16% | -$551K | 1.52% | 28 |
|
|
2020
Q1 | $3.23M | Buy |
+24,222
| New | +$3.23M | 1.76% | 15 |
|