Insight Wealth Strategies’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
2021
Q1
Sell
-2,624
Closed -$349K 228
2020
Q4
$349K Sell
2,624
-4,211
-62% -$560K 0.06% 145
2020
Q3
$913K Buy
6,835
+4,932
+259% +$659K 0.17% 61
2020
Q2
$254K Buy
+1,903
New +$254K 0.06% 143