LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.31M | Buy |
17,313
+145
| +0.8% | +$19.4K | 1% | 33 |
|
|
2020
Q2 | $2.3M | Sell |
17,168
-664
| -4% | -$88.8K | 1.05% | 29 |
|
|
2020
Q1 | $2.38M | Buy |
17,832
+5,914
| +50% | +$789K | 1.29% | 22 |
|
|
2019
Q4 | $1.5M | Sell |
11,918
-1,179
| -9% | -$148K | 0.67% | 44 |
|
|
2019
Q3 | $1.66M | Sell |
13,097
-548
| -4% | -$69.5K | 0.78% | 35 |
|
|
2019
Q2 | $1.72M | Sell |
13,645
-1,844
| -12% | -$232K | 0.83% | 34 |
|
|
2019
Q1 | $1.91M | Sell |
15,489
-2,473
| -14% | -$305K | 1.02% | 32 |
|
|
2018
Q4 | $2.18M | Sell |
17,962
-674
| -4% | -$81.8K | 1.36% | 27 |
|
|
2018
Q3 | $2.22M | Sell |
18,636
-1,033
| -5% | -$123K | 1.2% | 29 |
|
|
2018
Q2 | $2.36M | Buy |
19,669
+2,946
| +18% | +$353K | 1.32% | 24 |
|
|
2018
Q1 | $2.02M | Buy |
16,723
+2,434
| +17% | +$294K | 1.18% | 27 |
|
|
2017
Q4 | $1.77M | Hold |
14,289
| – | – | 1.12% | 28 |
|
|
2017
Q3 | $1.77M | Buy |
14,289
+1,014
| +8% | +$125K | 1.12% | 28 |
|
|
2017
Q2 | $1.64M | Buy |
13,275
+564
| +4% | +$69.7K | 1.12% | 29 |
|
|
2017
Q1 | $1.56M | Buy |
12,711
+2,537
| +25% | +$312K | 1.09% | 32 |
|
|
2016
Q4 | $1.25M | Sell |
10,174
-50
| -0.5% | -$6.12K | 0.88% | 40 |
|
|
2016
Q3 | $1.29M | Buy |
10,224
+150
| +1% | +$19K | 0.89% | 38 |
|
|
2016
Q2 | $1.28M | Buy |
10,074
+1,358
| +16% | +$173K | 0.88% | 35 |
|
|
2016
Q1 | $1.1M | Sell |
8,716
-68
| -0.8% | -$8.57K | 0.78% | 37 |
|
|
2015
Q4 | $1.08M | Buy |
8,784
+1,868
| +27% | +$229K | 0.77% | 35 |
|
|
2015
Q3 | $862K | Buy |
6,916
+893
| +15% | +$111K | 0.63% | 37 |
|
|
2015
Q2 | $741K | Buy |
6,023
+379
| +7% | +$46.6K | 0.5% | 48 |
|
|
2015
Q1 | $701K | Sell |
5,644
-710
| -11% | -$88.2K | 0.47% | 33 |
|
|
2014
Q4 | $777K | Buy |
6,354
+640
| +11% | +$78.3K | 0.52% | 34 |
|
|
2014
Q3 | $693K | Buy |
5,714
+2,267
| +66% | +$275K | 0.59% | 34 |
|
|
2014
Q2 | $420K | Buy |
3,447
+939
| +37% | +$114K | 0.3% | 44 |
|
|
2014
Q1 | $303K | Buy |
2,508
+680
| +37% | +$82.2K | 0.24% | 45 |
|
|
2013
Q4 | $219K | Buy |
1,828
+955
| +109% | +$114K | 0.15% | 53 |
|
|
2013
Q3 | $106K | Buy |
873
+9
| +1% | +$1.09K | 0.09% | 67 |
|
|
2013
Q2 | $104K | Buy |
+864
| New | +$104K | 0.12% | 53 |
|