NCM
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Novare Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Novare Capital Management’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,106
Closed -$257K – 173
2022
Q1 		$257K Sell
2,106
-569
-21% -$71.4K 0.03% 155
2021
Q4 		$344K Sell
2,675
-200
-7% -$25.8K 0.03% 132
2021
Q3 		$374K Hold
2,875
– – 0.04% 119
2021
Q2 		$375K Buy
2,875
+700
+32% +$91.4K 0.04% 118
2021
Q1 		$283K Sell
2,175
-2,930
-57% -$385K 0.03% 128
2020
Q4 		$679K Hold
5,105
– – 0.09% 96
2020
Q3 		$682K Sell
5,105
-2,575
-34% -$344K 0.1% 102
2020
Q2 		$1.03M Buy
7,680
+280
+4% +$37.3K 0.15% 94
2020
Q1 		$987K Buy
+7,400
New +$954K 0.17% 88

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