Pacific Wealth Management’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 | – | Sell |
-9,757
| Closed | -$1.13M | – | 21 |
|
|
2024
Q2 | $1.13M | Sell |
9,757
-24,349
| -71% | -$2.81M | 0.57% | 10 |
|
|
2024
Q1 | $3.99M | Hold |
34,106
| – | – | 2.28% | 10 |
|
|
2023
Q4 | $3.99M | Sell |
34,106
-1,173
| -3% | -$137K | 2.28% | 10 |
|
|
2023
Q3 | $3.99M | Buy |
35,279
+433
| +1% | +$49K | 2.63% | 9 |
|
|
2023
Q2 | $4.02M | Sell |
34,846
-761
| -2% | -$87.7K | 2.61% | 10 |
|
|
2023
Q1 | $4.19M | Buy |
+35,607
| New | +$4.19M | 2.69% | 12 |
|