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Successful Portfolios’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Successful Portfolios’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,266
Closed -$262K – 166
2024
Q2 		$262K Hold
2,266
– – 0.18% 115
2024
Q1 		$262K Sell
2,266
-70
-3% -$8.11K 0.18% 122
2023
Q4 		$274K Sell
2,336
-130
-5% -$15.2K 0.2% 120
2023
Q3 		$279K Hold
2,466
– – 0.25% 95
2023
Q2 		$284K Sell
2,466
-120
-5% -$13.8K 0.24% 94
2023
Q1 		$304K Buy
2,586
+100
+4% +$11.8K 0.19% 135
2022
Q4 		$286K Hold
2,486
– – 0.19% 142
2022
Q3 		$284K Hold
2,486
– – 0.21% 130
2022
Q2 		$297K Hold
2,486
– – 0.2% 130
2022
Q1 		$303K Hold
2,486
– – 0.17% 145
2021
Q4 		$320K Hold
2,486
– – 0.17% 135
2021
Q3 		$324K Sell
2,486
-7
-0.3% -$912 0.19% 130
2021
Q2 		$325K Hold
2,493
– – 0.2% 128
2021
Q1 		$324K Sell
2,493
-2
-0.1% -$260 0.21% 123
2020
Q4 		$332K Hold
2,495
– – 0.24% 110
2020
Q3 		$333K Hold
2,495
– – 0.27% 100
2020
Q2 		$334K Sell
2,495
-25
-1% -$3.35K 0.29% 94
2020
Q1 		$336K Hold
2,520
– – 0.34% 85
2019
Q4 		$317K Hold
2,520
– – 0.28% 99
2019
Q3 		$320K Hold
2,520
– – 0.3% 97
2019
Q2 		$317K Buy
2,520
+7
+0.3% +$881 0.34% 89
2019
Q1 		$310K Buy
2,513
+281
+13% +$34.7K 0.34% 91
2018
Q4 		$271K Sell
2,232
-205
-8% -$24.9K 0.35% 90
2018
Q3 		$290K Sell
2,437
-100
-4% -$11.9K 0.32% 101
2018
Q2 		$304K Sell
2,537
-100
-4% -$12K 0.36% 90
2018
Q1 		$318K Hold
2,637
– – 0.39% 83
2017
Q4 		$322K Buy
+2,637
New +$322K 0.4% 82