Highview Capital Management’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 |
-79,043
| Closed | -$9.26M | – | 116 |
|
|
2023
Q4 | $9.26M | Sell |
79,043
-2,898
| -4% | -$339K | 4.93% | 2 |
|
|
2023
Q3 | $9.27M | Sell |
81,941
-88,323
| -52% | -$9.99M | 5.3% | 2 |
|
|
2023
Q2 | $19.6M | Buy |
170,264
+13,603
| +9% | +$1.57M | 10.57% | 1 |
|
|
2023
Q1 | $18.4M | Buy |
156,661
+4,851
| +3% | +$571K | 10.65% | 1 |
|
|
2022
Q4 | $17.4M | Buy |
+151,810
| New | +$17.4M | 10.62% | 1 |
|