Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $268K | Buy |
+2,372
| New | +$268K | ﹤0.01% | 1361 |
|
|
2022
Q3 | – | Sell |
-3,006
| Closed | -$359K | – | 1465 |
|
|
2022
Q2 | $359K | Buy |
+3,006
| New | +$359K | 0.01% | 709 |
|
|
2021
Q4 | – | Sell |
-1,803
| Closed | -$234K | – | 911 |
|
|
2021
Q3 | $234K | Buy |
+1,803
| New | +$234K | 0.01% | 759 |
|
|
2021
Q2 | – | Sell |
-2,060
| Closed | -$268K | – | 816 |
|
|
2021
Q1 | $268K | Buy |
+2,060
| New | +$268K | 0.01% | 518 |
|