Weaver Consulting Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,941
| Closed | -$223K | – | 186 |
|
|
2022
Q4 | $223K | Buy |
+1,941
| New | +$223K | 0.11% | 160 |
|
|
2021
Q2 | – | Sell |
-2,694
| Closed | -$350K | – | 147 |
|
|
2021
Q1 | $350K | Sell |
2,694
-1,384
| -34% | -$180K | 0.22% | 89 |
|
|
2020
Q4 | $542K | Sell |
4,078
-1,582
| -28% | -$210K | 0.34% | 59 |
|
|
2020
Q3 | $756K | Sell |
5,660
-640
| -10% | -$85.5K | 0.44% | 45 |
|
|
2020
Q2 | $842K | Sell |
6,300
-303
| -5% | -$40.5K | 0.49% | 42 |
|
|
2020
Q1 | $880K | Sell |
6,603
-248
| -4% | -$33.1K | 0.57% | 39 |
|
|
2019
Q4 | $869K | Sell |
6,851
-278
| -4% | -$35.3K | 0.47% | 41 |
|
|
2019
Q3 | $893K | Buy |
7,129
+125
| +2% | +$15.7K | 0.47% | 42 |
|
|
2019
Q2 | $881K | Buy |
7,004
+152
| +2% | +$19.1K | 0.48% | 43 |
|
|
2019
Q1 | $855K | Buy |
+6,852
| New | +$855K | 0.24% | 75 |
|