Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,635
| Closed | -$304K | – | 246 |
|
|
2024
Q4 | $304K | Sell |
2,635
-4,200
| -61% | -$490K | 0.03% | 283 |
|
|
2024
Q3 | $817K | Sell |
6,835
-5,028
| -42% | -$594K | 0.09% | 151 |
|
|
2024
Q2 | $1.37M | Buy |
11,863
+834
| +8% | +$95.6K | 0.16% | 107 |
|
|
2024
Q1 | $1.26M | Sell |
11,029
-1,795
| -14% | -$208K | 0.14% | 125 |
|
|
2023
Q4 | $1.5M | Buy |
12,824
+12
| +0.1% | +$1.37K | 0.18% | 101 |
|
|
2023
Q3 | $1.45M | Sell |
12,812
-112
| -0.9% | -$12.8K | 0.19% | 103 |
|
|
2023
Q2 | $1.49M | Buy |
12,924
+554
| +4% | +$64.9K | 0.19% | 102 |
|
|
2023
Q1 | $1.46M | Buy |
12,370
+1,931
| +18% | +$224K | 0.19% | 95 |
|
|
2022
Q4 | $1.2M | Sell |
10,439
-21
| -0.2% | -$2.41K | 0.18% | 101 |
|
|
2022
Q3 | $1.2M | Sell |
10,460
-3,948
| -27% | -$467K | 0.21% | 90 |
|
|
2022
Q2 | $1.72M | Buy |
14,408
+9,060
| +169% | +$1.08M | 0.28% | 84 |
|
|
2022
Q1 | $653K | Sell |
5,348
-148
| -3% | -$18.6K | 0.12% | 147 |
|
|
2021
Q4 | $707K | Sell |
5,496
-149
| -3% | -$19.2K | 0.13% | 145 |
|
|
2021
Q3 | $735K | Sell |
5,645
-1,966
| -26% | -$258K | 0.15% | 124 |
|
|
2021
Q2 | $993K | Sell |
7,611
-1,057
| -12% | -$138K | 0.22% | 99 |
|
|
2021
Q1 | $1.13M | Buy |
8,668
+3,274
| +61% | +$431K | 0.28% | 75 |
|
|
2020
Q4 | $717K | Sell |
5,394
-71
| -1% | -$9.44K | 1.11% | 28 |
|
|
2020
Q3 | $730K | Buy |
5,465
+71
| +1% | +$9.49K | 0.26% | 83 |
|
|
2020
Q2 | $721K | Buy |
5,394
+2,596
| +93% | +$346K | 1.45% | 18 |
|
|
2020
Q1 | $373K | Buy |
2,798
+550
| +24% | +$70.9K | 0.18% | 106 |
|
|
2019
Q4 | $283K | Hold |
2,248
| – | – | 0.11% | 149 |
|
|
2019
Q3 | $284K | Sell |
2,248
-651
| -22% | -$82.3K | 0.12% | 140 |
|
|
2019
Q2 | $364K | Buy |
2,899
+1,038
| +56% | +$128K | 0.16% | 114 |
|
|
2019
Q1 | $229K | Buy |
+1,861
| New | +$227K | 0.11% | 145 |
|
|
2018
Q4 | – | Sell |
-1,791
| Closed | -$212K | – | 138 |
|
|
2018
Q3 | $212K | Sell |
1,791
-637
| -26% | -$76.2K | 0.09% | 125 |
|
|
2018
Q2 | $291K | Sell |
2,428
-222
| -8% | -$26.6K | 0.13% | 106 |
|
|
2018
Q1 | $320K | Sell |
2,650
-958
| -27% | -$116K | 0.13% | 101 |
|
|
2017
Q4 | $441K | Buy |
3,608
+175
| +5% | +$21.5K | 0.15% | 78 |
|
|
2017
Q3 | $424K | Buy |
3,433
+27
| +0.8% | +$3.35K | 0.15% | 74 |
|
|
2017
Q2 | $421K | Hold |
3,406
| – | – | 0.15% | 73 |
|
|
2017
Q1 | $419K | Sell |
3,406
-11,362
| -77% | -$1.39M | 0.15% | 69 |
|
|
2016
Q4 | $1.81M | Buy |
+14,768
| New | +$1.83M | 0.52% | 26 |
|
Other funds holding IEI
Aveo Capital Partners's IEI Position: Q1 2025 in Review
Aveo Capital Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 2,635 shares — an estimated $304K sold.
Aveo Capital Partners first reported a position in IEI in Q4 2016 and held it in 32 quarters. The position peaked at $1.81M in Q4 2016. 773 funds tracked by Wall St. Rank hold IEI as of Q1 2025.
- Aveo Capital Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
- Aveo Capital Partners sold 2,635 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $304K.
- Aveo Capital Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and held it in 32 quarters.
- Aveo Capital Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $1.81M in Q4 2016.
- 773 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.
Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.