Tilia Fiduciary Partners’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
Q3 | – | Sell |
-45
| Closed | -$5.19K | – | 263 |
|
|
2023
Q2 | $5.19K | Hold |
45
| – | – | ﹤0.01% | 428 |
|
|
2023
Q1 | $5.29K | Hold |
45
| – | – | 0.01% | 415 |
|
|
2022
Q4 | $5.17K | Hold |
45
| – | – | 0.01% | 406 |
|
|
2022
Q3 | $5K | Hold |
45
| – | – | 0.01% | 422 |
|
|
2022
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $5K | Sell |
45
-43
| -49% | -$4.78K | ﹤0.01% | 455 |
|
|
2021
Q4 | $11K | Buy |
+88
| New | +$11K | 0.01% | 404 |
|