Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$6.01K | – | 1162 |
|
|
2024
Q3 | $6.01K | Buy |
+50
| New | +$6.01K | ﹤0.01% | 1069 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$62 | – | 653 |
|
|
2023
Q3 | $62 | Sell |
1
-61
| -98% | -$3.78K | ﹤0.01% | 634 |
|
|
2023
Q2 | $7.17K | Hold |
62
| – | – | 0.01% | 386 |
|
|
2023
Q1 | $7.28K | Hold |
62
| – | – | 0.01% | 406 |
|
|
2022
Q4 | $7.08K | Buy |
62
+1
| +2% | +$114 | 0.01% | 402 |
|
|
2022
Q3 | $7K | Sell |
61
-107
| -64% | -$12.3K | 0.01% | 390 |
|
|
2022
Q2 | $20K | Buy |
+168
| New | +$20K | 0.02% | 237 |
|