Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30
| Closed | -$4K | – | 1158 |
|
|
2021
Q3 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 782 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$1K | – | 883 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 851 |
|
|
2018
Q2 | – | Sell |
-37
| Closed | -$4K | – | 1011 |
|
|
2018
Q1 | $4K | Hold |
37
| – | – | ﹤0.01% | 805 |
|
|
2017
Q4 | $5K | Hold |
37
| – | – | ﹤0.01% | 773 |
|
|
2017
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 752 |
|
|
2017
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 763 |
|
|
2017
Q1 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 735 |
|