MONECO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,570
| Closed | -$204K | – | 259 |
|
|
2021
Q3 | $204K | Buy |
+1,570
| New | +$204K | 0.08% | 240 |
|
|
2021
Q2 | – | Sell |
-19,952
| Closed | -$2.59M | – | 231 |
|
|
2021
Q1 | $2.59M | Sell |
19,952
-605
| -3% | -$78.6K | 1.26% | 19 |
|
|
2020
Q4 | $2.72M | Sell |
20,557
-2,704
| -12% | -$358K | 1.5% | 16 |
|
|
2020
Q3 | $3.11M | Buy |
23,261
+18,063
| +347% | +$2.41M | 1.98% | 11 |
|
|
2020
Q2 | $695K | Buy |
+5,198
| New | +$695K | 0.54% | 45 |
|