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