Lyons Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.95M | Sell |
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2019
Q3 | $6.04M | Sell |
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2019
Q2 | $7.34M | Buy |
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2019
Q1 | $6.61M | Buy |
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|
2018
Q4 | $367K | Sell |
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|
2018
Q3 | $1.61M | Sell |
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|
2018
Q2 | $2.44M | Buy |
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|
2018
Q1 | $2.05M | Buy |
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|
2017
Q4 | $411K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $398K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $270K | Sell |
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|
2016
Q3 | $577K | Buy |
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|
2016
Q2 | $246K | Buy |
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|
2016
Q1 | $208K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $13.4M | Buy |
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