IA
IFG Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,860
| Closed | -$443K | – | 124 |
|
|
2022
Q4 | $443K | Buy |
3,860
+20
| +0.5% | +$2.3K | 0.19% | 62 |
|
|
2022
Q3 | $439K | Buy |
3,840
+12
| +0.3% | +$1.37K | 0.22% | 60 |
|
|
2022
Q2 | $457K | Sell |
3,828
-522
| -12% | -$62.3K | 0.23% | 59 |
|
|
2022
Q1 | $531K | Sell |
4,350
-3
| -0.1% | -$366 | 0.23% | 62 |
|
|
2021
Q4 | $560K | Hold |
4,353
| – | – | 0.24% | 59 |
|
|
2021
Q3 | $567K | Buy |
4,353
+452
| +12% | +$58.9K | 0.26% | 56 |
|
|
2021
Q2 | $509K | Buy |
+3,901
| New | +$509K | 0.24% | 56 |
|