Knowledge Leaders Capital’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
Q3 | – | Sell |
-2,030
| Closed | -$251K | – | 58 |
|
2017
Q2 | $251K | Buy |
2,030
+861
| +74% | +$106K | 0.16% | 33 |
|
2017
Q1 | $144K | Sell |
1,169
-38,578
| -97% | -$4.75M | 0.1% | 31 |
|
2016
Q4 | $4.87M | Hold |
39,747
| – | – | 1.51% | 32 |
|
2016
Q3 | $5.03M | Sell |
39,747
-2,984
| -7% | -$378K | 1.68% | 35 |
|
2016
Q2 | $5.44M | Sell |
42,731
-91,854
| -68% | -$11.7M | 1.67% | 30 |
|
2016
Q1 | $17M | Buy |
+134,585
| New | +$17M | 4.63% | 3 |
|