Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,753
| Closed | -$206K | – | 360 |
|
|
2023
Q1 | $206K | Sell |
1,753
-160
| -8% | -$18.8K | 0.04% | 331 |
|
|
2022
Q4 | $220K | Sell |
1,913
-75
| -4% | -$8.62K | 0.05% | 317 |
|
|
2022
Q3 | $227K | Sell |
1,988
-415
| -17% | -$47.4K | 0.05% | 279 |
|
|
2022
Q2 | $287K | Sell |
2,403
-66
| -3% | -$7.88K | 0.06% | 280 |
|
|
2022
Q1 | $301K | Sell |
2,469
-79
| -3% | -$9.63K | 0.05% | 301 |
|
|
2021
Q4 | $328K | Buy |
+2,548
| New | +$328K | 0.05% | 291 |
|
|
2021
Q1 | – | Sell |
-4,321
| Closed | -$575K | – | 281 |
|
|
2020
Q4 | $575K | Buy |
4,321
+977
| +29% | +$130K | 0.12% | 173 |
|
|
2020
Q3 | $447K | Sell |
3,344
-26
| -0.8% | -$3.48K | 0.2% | 118 |
|
|
2020
Q2 | $450K | Sell |
3,370
-341
| -9% | -$45.5K | 0.23% | 107 |
|
|
2020
Q1 | $495K | Sell |
3,711
-292
| -7% | -$38.9K | 0.32% | 90 |
|
|
2019
Q4 | $503K | Buy |
+4,003
| New | +$503K | 0.32% | 94 |
|