True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,350
| Closed | -$174K | – | 196 |
|
|
2021
Q4 | $174K | Hold |
1,350
| – | – | 0.02% | 268 |
|
|
2021
Q3 | $176K | Sell |
1,350
-125
| -8% | -$16.3K | 0.02% | 250 |
|
|
2021
Q2 | $193K | Sell |
1,475
-18,715
| -93% | -$2.45M | 0.03% | 207 |
|
|
2021
Q1 | $2.62M | Buy |
20,190
+500
| +3% | +$64.9K | 0.38% | 29 |
|
|
2020
Q4 | $2.62M | Buy |
+19,690
| New | +$2.62M | 0.41% | 27 |
|