Spectrum Planning & Advisory Services’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
Q4 | – | Sell |
-2,816
| Closed | -$322K | – | 47 |
|
|
2022
Q3 | $322K | Sell |
2,816
-568
| -17% | -$64.9K | 0.33% | 40 |
|
|
2022
Q2 | $404K | Buy |
3,384
+49
| +1% | +$5.85K | 0.42% | 33 |
|
|
2022
Q1 | $407K | Buy |
3,335
+30
| +0.9% | +$3.66K | 0.37% | 32 |
|
|
2021
Q4 | $425K | Buy |
3,305
+135
| +4% | +$17.4K | 0.39% | 34 |
|
|
2021
Q3 | $413K | Sell |
3,170
-110
| -3% | -$14.3K | 0.4% | 36 |
|
|
2021
Q2 | $428K | Sell |
3,280
-42
| -1% | -$5.48K | 0.41% | 36 |
|
|
2021
Q1 | $431K | Sell |
3,322
-114
| -3% | -$14.8K | 0.44% | 34 |
|
|
2020
Q4 | $457K | Buy |
+3,436
| New | +$457K | 0.49% | 32 |
|