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Intelligence Driven Advisers’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
Q2
Sell
-4,665
Closed -$554K 100
2023
Q1
$554K Sell
4,665
-1,367
-23% -$162K 0.1% 51
2022
Q4
$703K Buy
6,032
+503
+9% +$58.6K 0.13% 48
2022
Q3
$631K Sell
5,529
-8,298
-60% -$947K 0.13% 66
2022
Q2
$1.65M Buy
13,827
+2,122
+18% +$254K 0.32% 55
2022
Q1
$1.41M Buy
11,705
+7,165
+158% +$865K 0.26% 51
2021
Q4
$577K Sell
4,540
-2,977
-40% -$378K 0.11% 55
2021
Q3
$978K Sell
7,517
-29,263
-80% -$3.81M 0.22% 39
2021
Q2
$4.8M Sell
36,780
-49,183
-57% -$6.42M 0.93% 26
2021
Q1
$11.2M Sell
85,963
-1,779
-2% -$231K 2.51% 15
2020
Q4
$11.7M Buy
+87,742
New +$11.7M 2.62% 12