Spreng Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,765
| Closed | -$227K | – | 104 |
|
|
2021
Q4 | $227K | Sell |
1,765
-30
| -2% | -$3.86K | 0.13% | 101 |
|
|
2021
Q3 | $234K | Sell |
1,795
-135
| -7% | -$17.6K | 0.15% | 91 |
|
|
2021
Q2 | $252K | Sell |
1,930
-215
| -10% | -$28.1K | 0.16% | 90 |
|
|
2021
Q1 | $279K | Hold |
2,145
| – | – | 0.19% | 84 |
|
|
2020
Q4 | $285K | Sell |
2,145
-200
| -9% | -$26.6K | 0.23% | 76 |
|
|
2020
Q3 | $313K | Hold |
2,345
| – | – | 0.3% | 65 |
|
|
2020
Q2 | $313K | Hold |
2,345
| – | – | 0.32% | 60 |
|
|
2020
Q1 | $313K | Hold |
2,345
| – | – | 0.36% | 58 |
|
|
2019
Q4 | $295K | Buy |
+2,345
| New | +$295K | 0.27% | 65 |
|