Tiedemann Advisors’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
Q2
Sell
-15,546
Closed -$1.83M 260
2023
Q1
$1.83M Hold
15,546
0.08% 80
2022
Q4
$1.79M Sell
15,546
-24,591
-61% -$2.83M 0.09% 82
2022
Q3
$4.59M Buy
40,137
+29,964
+295% +$3.43M 0.28% 41
2022
Q2
$1.22M Buy
+10,173
New +$1.22M 0.09% 100