New Potomac Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.84M | Buy |
40,473
+3,161
| +8% | +$378K | 2.49% | 6 |
|
|
2024
Q2 | $4.31M | Buy |
37,312
+1,234
| +3% | +$142K | 2.36% | 8 |
|
|
2024
Q1 | $4.18M | Buy |
36,078
+5,549
| +18% | +$643K | 2.32% | 8 |
|
|
2023
Q4 | $3.58M | Buy |
30,529
+2,330
| +8% | +$273K | 2.13% | 11 |
|
|
2023
Q3 | $3.19M | Buy |
28,199
+2,589
| +10% | +$293K | 2.2% | 12 |
|
|
2023
Q2 | $2.95M | Buy |
25,610
+1,951
| +8% | +$225K | 1.95% | 13 |
|
|
2023
Q1 | $2.78M | Buy |
23,659
+963
| +4% | +$113K | 1.93% | 17 |
|
|
2022
Q4 | $2.61M | Buy |
22,696
+1,701
| +8% | +$195K | 1.93% | 18 |
|
|
2022
Q3 | $2.4M | Buy |
+20,995
| New | +$2.4M | 2.03% | 16 |
|