Strategic Wealth Partners Group’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 |
-2,647
| Closed | -$340K | – | 59 |
|
|
2021
Q4 | $340K | Buy |
2,647
+4
| +0.2% | +$514 | 0.06% | 55 |
|
|
2021
Q3 | $344K | Buy |
+2,643
| New | +$344K | 0.07% | 53 |
|
|
2021
Q1 | $423K | Sell |
3,263
-294
| -8% | -$38.1K | 0.09% | 43 |
|
|
2020
Q4 | $473K | Sell |
3,557
-145
| -4% | -$19.3K | 0.1% | 41 |
|
|
2020
Q3 | $495K | Sell |
3,702
-2,045
| -36% | -$273K | 0.12% | 37 |
|
|
2020
Q2 | $768K | Buy |
+5,747
| New | +$768K | 0.19% | 31 |
|