SW
SVB Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-829
| Closed | -$101K | – | 793 |
|
|
2022
Q1 | $101K | Hold |
829
| – | – | ﹤0.01% | 724 |
|
|
2021
Q4 | $106K | Hold |
829
| – | – | ﹤0.01% | 736 |
|
|
2021
Q3 | $107K | Hold |
829
| – | – | ﹤0.01% | 936 |
|
|
2021
Q2 | $108K | Hold |
829
| – | – | ﹤0.01% | 919 |
|
|
2021
Q1 | $107K | Hold |
829
| – | – | ﹤0.01% | 863 |
|
|
2020
Q4 | $110K | Hold |
829
| – | – | ﹤0.01% | 791 |
|
|
2020
Q3 | $111K | Hold |
829
| – | – | ﹤0.01% | 670 |
|
|
2020
Q2 | $110K | Hold |
829
| – | – | ﹤0.01% | 572 |
|
|
2020
Q1 | $110K | Sell |
829
-2,673
| -76% | -$355K | ﹤0.01% | 492 |
|
|
2019
Q4 | $441K | Buy |
+3,502
| New | +$441K | 0.01% | 436 |
|