tru Independence’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 |
-1,807
| Closed | -$213K | – | 120 |
|
|
2023
Q1 | $213K | Sell |
1,807
-742
| -29% | -$87.3K | 0.07% | 118 |
|
|
2022
Q4 | $293K | Sell |
2,549
-129
| -5% | -$14.8K | 0.09% | 93 |
|
|
2022
Q3 | $306K | Sell |
2,678
-109
| -4% | -$12.5K | 0.11% | 96 |
|
|
2022
Q2 | $333K | Buy |
2,787
+59
| +2% | +$7.05K | 0.11% | 102 |
|
|
2022
Q1 | $333K | Sell |
2,728
-121
| -4% | -$14.8K | 0.09% | 119 |
|
|
2021
Q4 | $367K | Buy |
2,849
+7
| +0.2% | +$902 | 0.1% | 113 |
|
|
2021
Q3 | $370K | Buy |
+2,842
| New | +$370K | 0.1% | 111 |
|
|
2021
Q2 | – | Sell |
-3,091
| Closed | -$401K | – | 319 |
|
|
2021
Q1 | $401K | Buy |
+3,091
| New | +$401K | 0.08% | 187 |
|
|
2020
Q1 | – | Sell |
-4,526
| Closed | -$604K | – | 795 |
|
|
2019
Q4 | $604K | Buy |
+4,526
| New | +$604K | 0.09% | 147 |
|