Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $360K | Hold |
3,133
| – | – | 0.09% | 102 |
|
|
2022
Q3 | $358K | Hold |
3,133
| – | – | 0.1% | 78 |
|
|
2022
Q2 | $374K | Hold |
3,133
| – | – | 0.11% | 77 |
|
|
2022
Q1 | $382K | Hold |
3,133
| – | – | 0.1% | 76 |
|
|
2021
Q4 | $403K | Sell |
3,133
-1,487
| -32% | -$191K | 0.09% | 76 |
|
|
2021
Q3 | $601K | Sell |
4,620
-495
| -10% | -$64.4K | 0.15% | 58 |
|
|
2021
Q2 | $668K | Hold |
5,115
| – | – | 0.17% | 53 |
|
|
2021
Q1 | $664K | Hold |
5,115
| – | – | 0.19% | 49 |
|
|
2020
Q4 | $680K | Buy |
+5,115
| New | +$680K | 0.22% | 46 |
|