Verus Capital Partners’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
Q1 | – | Sell |
-1,946
| Closed | -$228K | – | 352 |
|
|
2023
Q4 | $228K | Hold |
1,946
| – | – | 0.03% | 282 |
|
|
2023
Q3 | $220K | Sell |
1,946
-603
| -24% | -$68.2K | 0.03% | 269 |
|
|
2023
Q2 | $294K | Sell |
2,549
-72
| -3% | -$8.3K | 0.04% | 225 |
|
|
2023
Q1 | $308K | Sell |
2,621
-702
| -21% | -$82.6K | 0.05% | 217 |
|
|
2022
Q4 | $382K | Sell |
3,323
-1,534
| -32% | -$176K | 0.07% | 177 |
|
|
2022
Q3 | $555K | Sell |
4,857
-1,673
| -26% | -$191K | 0.1% | 132 |
|
|
2022
Q2 | $781K | Buy |
6,530
+479
| +8% | +$57.3K | 0.15% | 105 |
|
|
2022
Q1 | $720K | Buy |
+6,051
| New | +$720K | 0.11% | 129 |
|
|
2020
Q1 | $199K | Buy |
+1,489
| New | +$199K | 0.06% | 193 |
|