SBB Research Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $409K | Hold |
3,612
| – | – | 0.73% | 23 |
|
|
2023
Q2 | $416K | Buy |
3,612
+722
| +25% | +$83.2K | 0.76% | 25 |
|
|
2023
Q1 | $340K | Hold |
2,890
| – | – | 0.48% | 30 |
|
|
2022
Q4 | $332K | Sell |
2,890
-1,145
| -28% | -$132K | 0.48% | 25 |
|
|
2022
Q3 | $461K | Sell |
4,035
-51,000
| -93% | -$5.83M | 0.65% | 22 |
|
|
2022
Q2 | $6.57M | Sell |
55,035
-227,000
| -80% | -$27.1M | 2.63% | 8 |
|
|
2022
Q1 | $34.4M | Sell |
282,035
-362,103
| -56% | -$44.2M | 7.43% | 6 |
|
|
2021
Q4 | $82.9M | Buy |
+644,138
| New | +$82.9M | 12.4% | 4 |
|