Wealthstar 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
Q4 | – | Sell |
-19,531
| Closed | -$2.21M | – | 129 |
|
|
2023
Q3 | $2.21M | Sell |
19,531
-2,889
| -13% | -$327K | 0.85% | 13 |
|
|
2023
Q2 | $2.58M | Sell |
22,420
-3,266
| -13% | -$376K | 1.09% | 12 |
|
|
2023
Q1 | $3.02M | Sell |
25,686
-213
| -0.8% | -$25.1K | 1.15% | 9 |
|
|
2022
Q4 | $2.97M | Buy |
25,899
+2
| +0% | +$229 | 1.35% | 10 |
|
|
2022
Q3 | $2.97M | Sell |
25,897
-20,310
| -44% | -$2.33M | 1.41% | 9 |
|
|
2022
Q2 | $5.52M | Sell |
46,207
-767
| -2% | -$91.6K | 2.13% | 6 |
|
|
2022
Q1 | $5.73M | Buy |
+46,974
| New | +$5.73M | 2.12% | 6 |
|