HBW Advisory Services’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 |
-4,297
| Closed | -$514K | – | 393 |
|
|
2024
Q3 | $514K | Buy |
4,297
+744
| +21% | +$89K | 0.08% | 196 |
|
|
2024
Q2 | $410K | Sell |
3,553
-5,169
| -59% | -$597K | 0.07% | 214 |
|
|
2024
Q1 | $1.02M | Hold |
8,722
| – | – | 0.19% | 124 |
|
|
2023
Q4 | $1.02M | Buy |
8,722
+1,177
| +16% | +$138K | 0.19% | 124 |
|
|
2023
Q3 | $854K | Buy |
7,545
+3,770
| +100% | +$427K | 0.18% | 132 |
|
|
2023
Q2 | $435K | Buy |
+3,775
| New | +$435K | 0.09% | 192 |
|
|
2021
Q2 | – | Sell |
-1,914
| Closed | -$249K | – | 259 |
|
|
2021
Q1 | $249K | Buy |
1,914
+318
| +20% | +$41.4K | 0.07% | 205 |
|
|
2020
Q4 | $212K | Sell |
1,596
-7,641
| -83% | -$1.01M | 0.06% | 203 |
|
|
2020
Q3 | $1.23M | Sell |
9,237
-744
| -7% | -$99.4K | 0.51% | 66 |
|
|
2020
Q2 | $1.33M | Buy |
9,981
+7,460
| +296% | +$997K | 0.62% | 57 |
|
|
2020
Q1 | $336K | Buy |
+2,521
| New | +$336K | 0.24% | 82 |
|
|
2019
Q4 | – | Sell |
-13,598
| Closed | -$1.72M | – | 144 |
|
|
2019
Q3 | $1.72M | Buy |
+13,598
| New | +$1.72M | 1.65% | 30 |
|