One Charles Private Wealth Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $2.48M | Buy |
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|
2023
Q2 | $2.48M | Sell |
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $3.14M | Sell |
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|
2022
Q3 | $3.47M | Buy |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $302K | Buy |
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