Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $245K | Sell |
1,991
-31
| -2% | -$3.82K | 0.08% | 212 |
|
|
2016
Q4 | $248K | Buy |
2,022
+390
| +24% | +$47.8K | 0.09% | 199 |
|
|
2016
Q3 | $207K | Hold |
1,632
| – | – | 0.07% | 221 |
|
|
2016
Q2 | $208K | Sell |
1,632
-132
| -7% | -$16.8K | 0.08% | 212 |
|
|
2016
Q1 | $222K | Hold |
1,764
| – | – | 0.09% | 174 |
|
|
2015
Q4 | $216K | Sell |
1,764
-20
| -1% | -$2.45K | 0.09% | 175 |
|
|
2015
Q3 | $222K | Buy |
1,784
+7
| +0.4% | +$871 | 0.1% | 169 |
|
|
2015
Q2 | $218K | Buy |
1,777
+24
| +1% | +$2.94K | 0.08% | 180 |
|
|
2015
Q1 | $217K | Buy |
+1,753
| New | +$217K | 0.09% | 170 |
|