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Harrell Investment Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Harrell Investment Partners’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
2022
Q1 		– Sell
-29,003
Closed -$3.73M – 101
2021
Q4 		$3.73M Buy
29,003
+1,422
+5% +$184K 1.15% 28
2021
Q3 		$3.59M Buy
27,581
+2,762
+11% +$362K 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% -$57.5K 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% +$599K 1.45% 28
2020
Q2 		$2.99M Sell
20,450
-3,772
-16% -$503K 1.52% 28
2020
Q1 		$3.23M Buy
+24,222
New +$3.12M 1.76% 15

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