Integrated Advisors Network’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
Q4 | – | Sell |
-4,290
| Closed | -$490K | – | 650 |
|
|
2022
Q3 | $490K | Buy |
4,290
+481
| +13% | +$54.9K | 0.03% | 399 |
|
|
2022
Q2 | $455K | Buy |
+3,809
| New | +$455K | 0.03% | 444 |
|
|
2021
Q4 | – | Sell |
-4,493
| Closed | -$585K | – | 638 |
|
|
2021
Q3 | $585K | Buy |
4,493
+415
| +10% | +$54K | 0.04% | 371 |
|
|
2021
Q2 | $532K | Sell |
4,078
-220
| -5% | -$28.7K | 0.04% | 351 |
|
|
2021
Q1 | $558K | Sell |
4,298
-2,791
| -39% | -$362K | 0.05% | 314 |
|
|
2020
Q4 | $943K | Sell |
7,089
-3,163
| -31% | -$421K | 0.1% | 203 |
|
|
2020
Q3 | $1.37M | Sell |
10,252
-1,205
| -11% | -$161K | 0.17% | 141 |
|
|
2020
Q2 | $1.53M | Buy |
11,457
+3,935
| +52% | +$526K | 0.18% | 151 |
|
|
2020
Q1 | $1M | Buy |
7,522
+695
| +10% | +$92.7K | 0.2% | 130 |
|
|
2019
Q4 | $858K | Buy |
+6,827
| New | +$858K | 0.12% | 189 |
|