Heron Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $769K | Hold |
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|
2023
Q1 | $785K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $671K | Buy |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $602K | Hold |
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|
2021
Q2 | $604K | Sell |
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|
2021
Q1 | $687K | Sell |
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|
2020
Q4 | $744K | Sell |
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|
2020
Q3 | $804K | Sell |
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|
2020
Q2 | $817K | Sell |
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|
2020
Q1 | $820K | Sell |
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|
2019
Q4 | $897K | Buy |
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