Tyler-Stone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-167
| Closed | -$19.3K | – | 571 |
|
|
2024
Q2 | $19.3K | Hold |
167
| – | – | 0.01% | 521 |
|
|
2024
Q1 | $19.3K | Hold |
167
| – | – | 0.01% | 519 |
|
|
2023
Q4 | $19.6K | Sell |
167
-85
| -34% | -$9.96K | 0.01% | 498 |
|
|
2023
Q3 | $29K | Hold |
252
| – | – | 0.02% | 417 |
|
|
2023
Q2 | $29K | Buy |
+252
| New | +$29K | 0.02% | 427 |
|
|
2022
Q4 | $29K | Hold |
252
| – | – | 0.02% | 397 |
|
|
2022
Q3 | $29K | Hold |
252
| – | – | 0.02% | 373 |
|
|
2022
Q2 | $30K | Hold |
252
| – | – | 0.02% | 388 |
|
|
2022
Q1 | $31K | Buy |
252
+85
| +51% | +$10.5K | 0.02% | 409 |
|
|
2021
Q4 | $21K | Buy |
+167
| New | +$21K | 0.01% | 486 |
|