SOA Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-18
| Closed | -$2.04K | – | 925 |
|
2023
Q3 | $2.04K | Hold |
18
| – | – | ﹤0.01% | 715 |
|
2023
Q2 | $2.08K | Hold |
18
| – | – | ﹤0.01% | 723 |
|
2023
Q1 | $2.12K | Hold |
18
| – | – | ﹤0.01% | 721 |
|
2022
Q4 | $2.07K | Hold |
18
| – | – | ﹤0.01% | 734 |
|
2022
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 709 |
|
2022
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 698 |
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 802 |
|
2021
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 774 |
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 787 |
|
2021
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 771 |
|
2021
Q1 | $2K | Sell |
18
-11
| -38% | -$1.22K | ﹤0.01% | 712 |
|
2020
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 663 |
|