Advance Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
2,411
| – | – | 0.01% | 133 |
|
|
2025
Q1 | $285K | Buy |
+2,411
| New | +$285K | 0.01% | 122 |
|
|
2024
Q1 | – | Sell |
-3,602
| Closed | -$422K | – | 150 |
|
|
2023
Q4 | $422K | Buy |
3,602
+237
| +7% | +$27.8K | 0.03% | 77 |
|
|
2023
Q3 | $381K | Buy |
3,365
+250
| +8% | +$28.3K | 0.04% | 79 |
|
|
2023
Q2 | $359K | Sell |
3,115
-47
| -1% | -$5.42K | 0.04% | 79 |
|
|
2023
Q1 | $372K | Sell |
3,162
-236
| -7% | -$27.8K | 0.07% | 69 |
|
|
2022
Q4 | $390K | Buy |
+3,398
| New | +$390K | 0.05% | 61 |
|