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KIM
Karpus Investment Management’s
iShares 3-7 Year Treasury Bond ETF
IEI
Stock Holding History
Karpus Investment Management’s Portfolio
IEI Stock Details
IEI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-5,050
Closed
-$601K
–
217
2018
Q3
$601K
Hold
5,050
–
–
0.02%
145
2018
Q2
$606K
Sell
5,050
-1,300
-20%
-$156K
0.03%
139
2018
Q1
$766K
Buy
6,350
+850
+15%
+$102K
0.03%
120
2017
Q4
$672K
Buy
5,500
+1,800
+49%
+$221K
0.03%
115
2017
Q3
$457K
Hold
3,700
–
–
0.02%
115
2017
Q2
$457K
Hold
3,700
–
–
0.02%
117
2017
Q1
$455K
Buy
+3,700
New
+$454K
0.02%
136
2016
Q4
–
Sell
-4,700
Closed
-$595K
–
157
2016
Q3
$595K
Hold
4,700
–
–
0.03%
132
2016
Q2
$599K
Buy
4,700
+2,700
+135%
+$340K
0.03%
138
2016
Q1
$252K
Buy
+2,000
New
+$250K
0.01%
171
2014
Q3
–
Sell
-3,808
Closed
-$464K
–
186
2014
Q2
$464K
Sell
3,808
-10,475
-73%
-$1.27M
0.02%
146
2014
Q1
$1.72M
Sell
14,283
-1,500
-10%
-$182K
0.09%
123
2013
Q4
$1.89M
Sell
15,783
-17,259
-52%
-$2.09M
0.11%
117
2013
Q3
$4.01M
Buy
33,042
+1,625
+5%
+$196K
0.26%
76
2013
Q2
$3.79M
Buy
+31,417
New
+$3.86M
0.26%
66
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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