Marks Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-309,172
| Closed | -$36.2M | – | 19 |
|
|
2023
Q4 | $36.2M | Buy |
+309,172
| New | +$36.2M | 19.46% | 1 |
|
|
2022
Q3 | – | Sell |
-153,509
| Closed | -$18.3M | – | 13 |
|
|
2022
Q2 | $18.3M | Buy |
+153,509
| New | +$18.3M | 21.53% | 2 |
|
|
2021
Q1 | – | Sell |
-161,191
| Closed | -$21.4M | – | 46 |
|
|
2020
Q4 | $21.4M | Buy |
+161,191
| New | +$21.4M | 7.43% | 3 |
|