Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,421
| Closed | -$1.34M | – | 237 |
|
|
2021
Q4 | $1.34M | Sell |
10,421
-3,255
| -24% | -$417K | 0.25% | 86 |
|
|
2021
Q3 | $1.78M | Buy |
13,676
+7,584
| +124% | +$989K | 0.37% | 52 |
|
|
2021
Q2 | $795K | Buy |
6,092
+2,517
| +70% | +$328K | 0.17% | 114 |
|
|
2021
Q1 | $464K | Sell |
3,575
-17,439
| -83% | -$2.26M | 0.11% | 142 |
|
|
2020
Q4 | $2.79M | Buy |
21,014
+17,394
| +480% | +$2.31M | 0.71% | 32 |
|
|
2020
Q3 | $482K | Buy |
+3,620
| New | +$482K | 0.14% | 129 |
|