Shamrock Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-915
| Closed | -$113K | – | 295 |
|
|
2017
Q1 | $113K | Sell |
915
-4
| -0.4% | -$494 | 0.07% | 108 |
|
|
2016
Q4 | $113K | Hold |
919
| – | – | 0.07% | 103 |
|
|
2016
Q3 | $116K | Sell |
919
-835
| -48% | -$105K | 0.07% | 106 |
|
|
2016
Q2 | $223K | Buy |
+1,754
| New | +$223K | 0.13% | 101 |
|
|
2013
Q4 | – | Sell |
-2,306
| Closed | -$280K | – | 102 |
|
|
2013
Q3 | $280K | Buy |
+2,306
| New | +$280K | 0.11% | 82 |
|