Spearhead Capital 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 |
-10,544
| Closed | -$1.26M | – | 127 |
|
|
2022
Q2 | $1.26M | Buy |
10,544
+26
| +0.2% | +$3.1K | 0.19% | 64 |
|
|
2022
Q1 | $1.28M | Buy |
+10,518
| New | +$1.28M | 0.16% | 66 |
|
|
2021
Q3 | – | Sell |
-6,058
| Closed | -$791K | – | 194 |
|
|
2021
Q2 | $791K | Buy |
6,058
+11
| +0.2% | +$1.44K | 0.11% | 70 |
|
|
2021
Q1 | $785K | Buy |
6,047
+7
| +0.1% | +$909 | 0.12% | 68 |
|
|
2020
Q4 | $803K | Buy |
6,040
+816
| +16% | +$108K | 0.13% | 67 |
|
|
2020
Q3 | $698K | Buy |
5,224
+1,910
| +58% | +$255K | 0.13% | 68 |
|
|
2020
Q2 | $443K | Buy |
3,314
+1,406
| +74% | +$188K | 0.09% | 78 |
|
|
2020
Q1 | $254K | Buy |
+1,908
| New | +$254K | 0.07% | 90 |
|