McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,988
| Closed | -$338K | – | 304 |
|
|
2023
Q3 | $338K | Sell |
2,988
-1,004
| -25% | -$114K | 0.03% | 236 |
|
|
2023
Q2 | $460K | Sell |
3,992
-2,508
| -39% | -$289K | 0.03% | 212 |
|
|
2023
Q1 | $765K | Sell |
6,500
-842
| -11% | -$99.1K | 0.06% | 171 |
|
|
2022
Q4 | $844K | Sell |
7,342
-3,734
| -34% | -$429K | 0.07% | 155 |
|
|
2022
Q3 | $1.27M | Sell |
11,076
-1,569
| -12% | -$179K | 0.12% | 117 |
|
|
2022
Q2 | $1.51M | Sell |
12,645
-1,722
| -12% | -$205K | 0.13% | 111 |
|
|
2022
Q1 | $1.75M | Sell |
14,367
-4,508
| -24% | -$550K | 0.14% | 109 |
|
|
2021
Q4 | $2.43M | Sell |
18,875
-554
| -3% | -$71.3K | 0.18% | 95 |
|
|
2021
Q3 | $2.53M | Sell |
19,429
-3,606
| -16% | -$469K | 0.21% | 91 |
|
|
2021
Q2 | $3.01M | Sell |
23,035
-4,914
| -18% | -$641K | 0.25% | 85 |
|
|
2021
Q1 | $3.63M | Buy |
27,949
+12,270
| +78% | +$1.59M | 0.31% | 72 |
|
|
2020
Q4 | $2.09M | Buy |
+15,679
| New | +$2.09M | 0.27% | 87 |
|