Pure Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-3,093
| Closed | -$412K | – | 143 |
|
2020
Q1 | $412K | Sell |
3,093
-74
| -2% | -$9.86K | 0.07% | 94 |
|
2019
Q4 | $398K | Buy |
3,167
+23
| +0.7% | +$2.89K | 0.07% | 102 |
|
2019
Q3 | $399K | Hold |
3,144
| – | – | 0.07% | 97 |
|
2019
Q2 | $395K | Buy |
3,144
+157
| +5% | +$19.7K | 0.07% | 98 |
|
2019
Q1 | $368K | Hold |
2,987
| – | – | 0.07% | 99 |
|
2018
Q4 | $363K | Hold |
2,987
| – | – | 0.07% | 98 |
|
2018
Q3 | $356K | Buy |
+2,987
| New | +$356K | 0.08% | 103 |
|
2017
Q4 | – | Sell |
-5,187
| Closed | -$641K | – | 37 |
|
2017
Q3 | $641K | Hold |
5,187
| – | – | 0.16% | 56 |
|
2017
Q2 | $641K | Hold |
5,187
| – | – | 0.17% | 57 |
|
2017
Q1 | $638K | Buy |
5,187
+188
| +4% | +$23.1K | 0.18% | 57 |
|
2016
Q4 | $612K | Buy |
4,999
+564
| +13% | +$69K | 0.18% | 53 |
|
2016
Q3 | $561K | Hold |
4,435
| – | – | 0.18% | 55 |
|
2016
Q2 | $565K | Hold |
4,435
| – | – | 0.19% | 48 |
|
2016
Q1 | $558K | Hold |
4,435
| – | – | 0.2% | 48 |
|
2015
Q4 | $544K | Hold |
4,435
| – | – | 0.24% | 37 |
|
2015
Q3 | $553K | Sell |
4,435
-1,806
| -29% | -$225K | 0.26% | 32 |
|
2015
Q2 | $767K | Sell |
6,241
-11,705
| -65% | -$1.44M | 0.38% | 26 |
|
2015
Q1 | $2.23M | Sell |
17,946
-635
| -3% | -$78.8K | 0.74% | 19 |
|
2014
Q4 | $2.27M | Buy |
18,581
+37
| +0.2% | +$4.53K | 0.78% | 19 |
|
2014
Q3 | $2.25M | Sell |
18,544
-522
| -3% | -$63.3K | 0.83% | 19 |
|
2014
Q2 | $2.32M | Sell |
19,066
-151
| -0.8% | -$18.4K | 0.86% | 19 |
|
2014
Q1 | $2.32M | Buy |
19,217
+4,375
| +29% | +$527K | 0.94% | 19 |
|
2013
Q4 | $1.78M | Sell |
14,842
-3,062
| -17% | -$367K | 0.78% | 19 |
|
2013
Q3 | $2.17M | Sell |
17,904
-7,927
| -31% | -$962K | 1.05% | 18 |
|
2013
Q2 | $3.12M | Buy |
+25,831
| New | +$3.12M | 1.67% | 15 |
|