V Wealth 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
2023
Q3
Sell
-2,671
Closed -$308K 222
2023
Q2
$308K Buy
2,671
+5
+0.2% +$576 0.05% 283
2023
Q1
$314K Buy
+2,666
New +$314K 0.06% 282
2016
Q2
Sell
-6,783
Closed -$854K 167
2016
Q1
$854K Buy
+6,783
New +$854K 0.68% 50