Private Capital Management (Colorado)’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
Q2 | – | Sell |
-1,800
| Closed | -$208K | – | 252 |
|
|
2024
Q1 | $208K | Hold |
1,800
| – | – | 0.05% | 146 |
|
|
2023
Q4 | $211K | Sell |
1,800
-1,000
| -36% | -$117K | 0.05% | 133 |
|
|
2023
Q3 | $317K | Sell |
2,800
-800
| -22% | -$90.5K | 0.09% | 88 |
|
|
2023
Q2 | $415K | Hold |
3,600
| – | – | 0.12% | 79 |
|
|
2023
Q1 | $424K | Buy |
+3,600
| New | +$424K | 0.13% | 82 |
|