Private Advisory Group’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
Q1 | – | Sell |
-3,440
| Closed | -$403K | – | 198 |
|
|
2023
Q4 | $403K | Buy |
+3,440
| New | +$403K | 0.07% | 154 |
|
|
2023
Q3 | – | Sell |
-15,949
| Closed | -$1.84M | – | 203 |
|
|
2023
Q2 | $1.84M | Buy |
+15,949
| New | +$1.84M | 0.36% | 66 |
|
|
2020
Q4 | – | Sell |
-5,984
| Closed | -$799K | – | 121 |
|
|
2020
Q3 | $799K | Sell |
5,984
-2,064
| -26% | -$276K | 0.32% | 55 |
|
|
2020
Q2 | $1.08M | Buy |
+8,048
| New | +$1.08M | 0.44% | 58 |
|