Menard Financial Group’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
Q2 | – | Sell |
-17,935
| Closed | -$2.33M | – | 157 |
|
2021
Q1 | $2.33M | Buy |
17,935
+1,409
| +9% | +$183K | 2.5% | 8 |
|
2020
Q4 | $2.2M | Sell |
16,526
-597
| -3% | -$79.4K | 2.37% | 10 |
|
2020
Q3 | $2.29M | Buy |
17,123
+7,438
| +77% | +$993K | 2.65% | 9 |
|
2020
Q2 | $1.3M | Sell |
9,685
-1,556
| -14% | -$208K | 1.62% | 13 |
|
2020
Q1 | $1.5M | Buy |
+11,241
| New | +$1.5M | 4.94% | 10 |
|