WealthSource Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $1.56M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $309K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $430K | Buy |
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|
2017
Q4 | $373K | Sell |
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|
2017
Q3 | $501K | Sell |
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|
2017
Q2 | $508K | Buy |
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|
2017
Q1 | $341K | Sell |
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|
2016
Q4 | $1.72M | Sell |
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|
2016
Q3 | $2.12M | Buy |
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