Whitegate Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $442K | Sell |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $430K | Buy |
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|
2020
Q2 | $380K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.28M | Sell |
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|
2017
Q4 | $2.88M | Sell |
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|
2017
Q3 | $3.11M | Buy |
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|
2017
Q2 | $2.91M | Buy |
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|
2017
Q1 | $2.82M | Sell |
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|
2016
Q4 | $2.97M | Buy |
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|
2016
Q3 | $3M | Buy |
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|
2016
Q2 | $2.46M | Buy |
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|
2014
Q1 | $2.26M | Buy |
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