Lumature Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$7.58K Hold
2022
Q3
$8K Hold
2022
Q2
$8K Sell
2022
Q1
$872K Buy
2021
Q4
$885K Buy
2021
Q3
$789K Buy
2021
Q2
$558K Buy
2021
Q1
$411K Buy
2020
Q4
$278K Buy