Insight Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-69,204
| Closed | -$8.91M | – | 76 |
|
|
2021
Q4 | $8.91M | Sell |
69,204
-2,802
| -4% | -$361K | 1.66% | 8 |
|
|
2021
Q3 | $9.37M | Buy |
72,006
+19,872
| +38% | +$2.59M | 5.02% | 8 |
|
|
2021
Q2 | $6.81M | Sell |
52,134
-148
| -0.3% | -$19.3K | 3.62% | 9 |
|
|
2021
Q1 | $6.79M | Buy |
52,282
+38,697
| +285% | +$5.03M | 3.34% | 8 |
|
|
2020
Q4 | $1.81M | Buy |
13,585
+183
| +1% | +$24.3K | 1.11% | 17 |
|
|
2020
Q3 | $1.79M | Buy |
+13,402
| New | +$1.79M | 1.71% | 16 |
|
|
2020
Q1 | – | Sell |
-11,033
| Closed | -$1.39M | – | 37 |
|
|
2019
Q4 | $1.39M | Buy |
+11,033
| New | +$1.39M | 1.38% | 12 |
|