Lionsbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,490
| Closed | -$535K | – | 35 |
|
|
2022
Q2 | $535K | Sell |
4,490
-321
| -7% | -$38.2K | 0.62% | 35 |
|
|
2022
Q1 | $587K | Sell |
4,811
-89
| -2% | -$10.9K | 0.68% | 43 |
|
|
2021
Q4 | $630K | Sell |
4,900
-119
| -2% | -$15.3K | 0.68% | 46 |
|
|
2021
Q3 | $653K | Buy |
5,019
+5
| +0.1% | +$651 | 0.71% | 45 |
|
|
2021
Q2 | $654K | Sell |
5,014
-473
| -9% | -$61.7K | 0.7% | 45 |
|
|
2021
Q1 | $712K | Buy |
5,487
+68
| +1% | +$8.82K | 0.69% | 48 |
|
|
2020
Q4 | $720K | Sell |
5,419
-419
| -7% | -$55.7K | 0.78% | 46 |
|
|
2020
Q3 | $779K | Buy |
5,838
+949
| +19% | +$127K | 0.94% | 39 |
|
|
2020
Q2 | $653K | Buy |
4,889
+97
| +2% | +$13K | 0.74% | 40 |
|
|
2020
Q1 | $639K | Sell |
4,792
-146
| -3% | -$19.5K | 0.76% | 32 |
|
|
2019
Q4 | $624K | Buy |
+4,938
| New | +$624K | 0.58% | 44 |
|