SeaBridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,235
| Closed | -$267K | – | 138 |
|
|
2022
Q2 | $267K | Buy |
+2,235
| New | +$267K | 0.09% | 127 |
|
|
2021
Q1 | – | Sell |
-2,240
| Closed | -$298K | – | 133 |
|
|
2020
Q4 | $298K | Hold |
2,240
| – | – | 0.11% | 127 |
|
|
2020
Q3 | $299K | Hold |
2,240
| – | – | 0.11% | 117 |
|
|
2020
Q2 | $299K | Hold |
2,240
| – | – | 0.12% | 119 |
|
|
2020
Q1 | $299K | Hold |
2,240
| – | – | 0.14% | 116 |
|
|
2019
Q4 | $282K | Sell |
2,240
-80
| -3% | -$10.1K | 0.1% | 123 |
|
|
2019
Q3 | $294K | Buy |
+2,320
| New | +$294K | 0.1% | 125 |
|