Mayflower Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,841
| Closed | -$237K | – | 369 |
|
|
2021
Q4 | $237K | Sell |
1,841
-250
| -12% | -$32.2K | 0.03% | 296 |
|
|
2021
Q3 | $270K | Hold |
2,091
| – | – | 0.04% | 278 |
|
|
2021
Q2 | $273K | Sell |
2,091
-187
| -8% | -$24.4K | 0.04% | 257 |
|
|
2021
Q1 | $296K | Hold |
2,278
| – | – | 0.04% | 230 |
|
|
2020
Q4 | $303K | Buy |
+2,278
| New | +$303K | 0.05% | 206 |
|