Triumph Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,792
| Closed | -$203K | – | 236 |
|
|
2023
Q3 | $203K | Sell |
1,792
-91
| -5% | -$10.3K | 0.09% | 205 |
|
|
2023
Q2 | $217K | Sell |
1,883
-21
| -1% | -$2.42K | 0.1% | 196 |
|
|
2023
Q1 | $224K | Buy |
+1,904
| New | +$224K | 0.11% | 167 |
|
|
2022
Q3 | – | Sell |
-2,496
| Closed | -$298K | – | 210 |
|
|
2022
Q2 | $298K | Sell |
2,496
-69
| -3% | -$8.24K | 0.16% | 145 |
|
|
2022
Q1 | $313K | Sell |
2,565
-1,063
| -29% | -$130K | 0.14% | 159 |
|
|
2021
Q4 | $467K | Sell |
3,628
-85
| -2% | -$10.9K | 0.2% | 107 |
|
|
2021
Q3 | $483K | Buy |
+3,713
| New | +$483K | 0.23% | 106 |
|