Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Hold |
0
| – | – | – | 705 |
|
|
2018
Q4 | – | Sell |
-380
| Closed | -$45K | – | 645 |
|
|
2018
Q3 | $45K | Sell |
380
-461
| -55% | -$54.6K | 0.02% | 333 |
|
|
2018
Q2 | $101K | Hold |
841
| – | – | 0.04% | 223 |
|
|
2018
Q1 | $101K | Hold |
841
| – | – | 0.04% | 223 |
|
|
2017
Q4 | $103K | Buy |
+841
| New | +$103K | 0.04% | 233 |
|