Sunflower Bank Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,955
| Closed | -$261K | – | 119 |
|
|
2020
Q2 | $261K | Sell |
1,955
-285
| -13% | -$38K | 0.09% | 111 |
|
|
2020
Q1 | $299K | Buy |
2,240
+120
| +6% | +$16K | 0.11% | 97 |
|
|
2019
Q4 | $267K | Sell |
2,120
-1,650
| -44% | -$208K | 0.08% | 116 |
|
|
2019
Q3 | $478K | Sell |
3,770
-2,655
| -41% | -$337K | 0.15% | 90 |
|
|
2019
Q2 | $808K | Sell |
6,425
-5
| -0.1% | -$629 | 0.26% | 58 |
|
|
2019
Q1 | $792K | Sell |
6,430
-6,260
| -49% | -$771K | 0.24% | 63 |
|
|
2018
Q4 | $1.54M | Sell |
12,690
-80
| -0.6% | -$9.72K | 0.49% | 35 |
|
|
2018
Q3 | $1.52M | Buy |
12,770
+550
| +5% | +$65.5K | 0.43% | 36 |
|
|
2018
Q2 | $1.47M | Buy |
12,220
+5
| +0% | +$600 | 0.43% | 37 |
|
|
2018
Q1 | $1.47M | Buy |
12,215
+10
| +0.1% | +$1.21K | 0.41% | 40 |
|
|
2017
Q4 | $1.49M | Buy |
+12,205
| New | +$1.49M | 0.4% | 38 |
|