Mid Atlantic Financial Management’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
Q3 | $1.27M | Buy |
9,729
+2,018
| +26% | +$263K | 0.08% | 202 |
|
|
2021
Q2 | $1.01M | Sell |
7,711
-40
| -0.5% | -$5.22K | 0.07% | 249 |
|
|
2021
Q1 | $1.01M | Sell |
7,751
-1,624
| -17% | -$211K | 0.07% | 237 |
|
|
2020
Q4 | $1.25M | Buy |
9,375
+3,091
| +49% | +$411K | 0.1% | 184 |
|
|
2020
Q3 | $833K | Buy |
6,284
+839
| +15% | +$111K | 0.07% | 247 |
|
|
2020
Q2 | $728K | Buy |
+5,445
| New | +$728K | 0.07% | 246 |
|
|
2019
Q1 | – | Sell |
-3,197
| Closed | -$388K | – | 738 |
|
|
2018
Q4 | $388K | Buy |
+3,197
| New | +$388K | 0.05% | 405 |
|