P.J. Schmidt Investment Management (PJS)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,709
| Closed | -$204K | – | 175 |
|
|
2022
Q1 | $204K | Sell |
1,709
-596
| -26% | -$71.1K | 0.05% | 165 |
|
|
2021
Q4 | $292K | Buy |
2,305
+538
| +30% | +$68.2K | 0.06% | 153 |
|
|
2021
Q3 | $228K | Buy |
1,767
+9
| +0.5% | +$1.16K | 0.04% | 164 |
|
|
2021
Q2 | $231K | Buy |
1,758
+4
| +0.2% | +$526 | 0.05% | 166 |
|
|
2021
Q1 | $229K | Buy |
+1,754
| New | +$229K | 0.05% | 161 |
|