Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,919
| Closed | -$219K | – | 222 |
|
|
2022
Q3 | $219K | Sell |
1,919
-55
| -3% | -$6.28K | 0.03% | 170 |
|
|
2022
Q2 | $236K | Sell |
1,974
-23
| -1% | -$2.75K | 0.04% | 180 |
|
|
2022
Q1 | $244K | Sell |
1,997
-10,827
| -84% | -$1.32M | 0.03% | 212 |
|
|
2021
Q4 | $1.65M | Buy |
12,824
+7,894
| +160% | +$1.02M | 0.17% | 90 |
|
|
2021
Q3 | $642K | Buy |
+4,930
| New | +$642K | 0.07% | 147 |
|
|
2020
Q3 | – | Sell |
-10,485
| Closed | -$1.4M | – | 222 |
|
|
2020
Q2 | $1.4M | Buy |
10,485
+8,116
| +343% | +$1.09M | 0.24% | 85 |
|
|
2020
Q1 | $316K | Sell |
2,369
-168
| -7% | -$22.4K | 0.07% | 169 |
|
|
2019
Q4 | $319K | Sell |
2,537
-60
| -2% | -$7.54K | 0.05% | 183 |
|
|
2019
Q3 | $329K | Sell |
2,597
-60,413
| -96% | -$7.65M | 0.06% | 173 |
|
|
2019
Q2 | $7.92M | Buy |
+63,010
| New | +$7.92M | 1.16% | 17 |
|
|
2017
Q2 | – | Sell |
-3,039
| Closed | -$374K | – | 78 |
|
|
2017
Q1 | $374K | Buy |
+3,039
| New | +$374K | 0.14% | 164 |
|