Stonehearth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,357
| Closed | -$267K | – | 78 |
|
|
2023
Q3 | $267K | Sell |
2,357
-629
| -21% | -$71.2K | 0.15% | 52 |
|
|
2023
Q2 | $344K | Sell |
2,986
-1,428
| -32% | -$165K | 0.18% | 44 |
|
|
2023
Q1 | $519K | Sell |
4,414
-320
| -7% | -$37.6K | 0.28% | 36 |
|
|
2022
Q4 | $544K | Buy |
+4,734
| New | +$544K | 0.31% | 36 |
|
|
2022
Q3 | – | Sell |
-12,044
| Closed | -$1.43M | – | 68 |
|
|
2022
Q2 | $1.43M | Buy |
12,044
+7,138
| +145% | +$848K | 0.82% | 22 |
|
|
2022
Q1 | $599K | Buy |
+4,906
| New | +$599K | 0.31% | 34 |
|