Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $10M | Buy |
+75,042
| New | +$10M | 0.35% | 40 |
|
|
2019
Q2 | – | Sell |
-137
| Closed | -$17K | – | 1196 |
|
|
2019
Q1 | $17K | Hold |
137
| – | – | ﹤0.01% | 1339 |
|
|
2018
Q4 | $17K | Hold |
137
| – | – | ﹤0.01% | 1264 |
|
|
2018
Q3 | $16K | Hold |
137
| – | – | ﹤0.01% | 1385 |
|
|
2018
Q2 | $16K | Hold |
137
| – | – | ﹤0.01% | 1394 |
|
|
2018
Q1 | $17K | Hold |
137
| – | – | ﹤0.01% | 1344 |
|
|
2017
Q4 | $17K | Buy |
+137
| New | +$17K | ﹤0.01% | 1375 |
|