MAA
Matrix Asset Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,820
| Closed | -$236K | – | 83 |
|
|
2021
Q1 | $236K | Buy |
1,820
+35
| +2% | +$4.54K | 0.04% | 85 |
|
|
2020
Q4 | $237K | Hold |
1,785
| – | – | 0.04% | 81 |
|
|
2020
Q3 | $238K | Hold |
1,785
| – | – | 0.05% | 75 |
|
|
2020
Q2 | $239K | Hold |
1,785
| – | – | 0.05% | 69 |
|
|
2020
Q1 | $238K | Hold |
1,785
| – | – | 0.05% | 65 |
|
|
2019
Q4 | $224K | Buy |
+1,785
| New | +$224K | 0.04% | 71 |
|