Mariner Independent Advisor Network’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-51,633
| Closed | -$6.72M | – | 481 |
|
2021
Q3 | $6.72M | Buy |
51,633
+2,184
| +4% | +$284K | 0.33% | 77 |
|
2021
Q2 | $6.45M | Buy |
49,449
+9,515
| +24% | +$1.24M | 0.29% | 81 |
|
2021
Q1 | $5.18M | Buy |
39,934
+3,029
| +8% | +$393K | 0.27% | 91 |
|
2020
Q4 | $4.91M | Buy |
36,905
+5,771
| +19% | +$767K | 0.26% | 92 |
|
2020
Q3 | $4.16M | Buy |
31,134
+438
| +1% | +$58.5K | 0.34% | 69 |
|
2020
Q2 | $4.1M | Buy |
30,696
+1,189
| +4% | +$159K | 0.38% | 69 |
|
2020
Q1 | $3.93M | Sell |
29,507
-1,976
| -6% | -$263K | 0.36% | 75 |
|
2019
Q4 | $3.96M | Buy |
31,483
+1,093
| +4% | +$137K | 0.29% | 86 |
|
2019
Q3 | $3.86M | Buy |
30,390
+1,857
| +7% | +$236K | 0.29% | 89 |
|
2019
Q2 | $3.58M | Buy |
28,533
+2,382
| +9% | +$299K | 0.27% | 93 |
|
2019
Q1 | $3.2M | Buy |
26,151
+3,118
| +14% | +$382K | 0.27% | 92 |
|
2018
Q4 | $2.8M | Buy |
+23,033
| New | +$2.8M | 0.25% | 98 |
|
2017
Q3 | – | Sell |
-23,124
| Closed | -$2.86M | – | 173 |
|
2017
Q2 | $2.86M | Buy |
23,124
+13,726
| +146% | +$1.7M | 0.41% | 72 |
|
2017
Q1 | $1.16M | Buy |
+9,398
| New | +$1.16M | 0.14% | 93 |
|