Simply Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $27.9M | Sell |
231,426
-122,261
| -35% | -$14.7M | 3.93% | 8 |
|
|
2017
Q4 | $43.2M | Sell |
353,687
-151,854
| -30% | -$18.6M | 5.58% | 5 |
|
|
2017
Q3 | $62.4M | Buy |
505,541
+4,128
| +0.8% | +$510K | 8.27% | 4 |
|
|
2017
Q2 | $62M | Sell |
501,413
-1,175
| -0.2% | -$145K | 8.45% | 4 |
|
|
2017
Q1 | $61.8M | Buy |
502,588
+146,663
| +41% | +$18M | 8.65% | 4 |
|
|
2016
Q4 | $43.6M | Buy |
355,925
+348,619
| +4,772% | +$42.7M | 6.28% | 5 |
|
|
2016
Q3 | $924K | Buy |
7,306
+4,901
| +204% | +$620K | 0.14% | 24 |
|
|
2016
Q2 | $306K | Buy |
+2,405
| New | +$306K | 0.05% | 24 |
|