Barrett & Company’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 | $10.6K | Hold |
89
| – | – | ﹤0.01% | 465 |
|
|
2025
Q1 | $10.5K | Sell |
89
-124
| -58% | -$14.6K | ﹤0.01% | 437 |
|
|
2024
Q4 | $24.6K | Hold |
213
| – | – | 0.01% | 353 |
|
|
2024
Q3 | $25.5K | Sell |
213
-7
| -3% | -$837 | 0.01% | 340 |
|
|
2024
Q2 | $25.4K | Sell |
220
-180
| -45% | -$20.8K | 0.01% | 350 |
|
|
2024
Q1 | $46.4K | Sell |
400
-65
| -14% | -$7.53K | 0.02% | 280 |
|
|
2023
Q4 | $54.5K | Hold |
465
| – | – | 0.03% | 244 |
|
|
2023
Q3 | $52.7K | Hold |
465
| – | – | 0.03% | 241 |
|
|
2023
Q2 | $53.6K | Hold |
465
| – | – | 0.03% | 243 |
|
|
2023
Q1 | $54.7K | Hold |
465
| – | – | 0.03% | 237 |
|
|
2022
Q4 | $53.5K | Hold |
465
| – | – | 0.04% | 229 |
|
|
2022
Q3 | $53.5K | Buy |
+465
| New | +$53.5K | 0.04% | 229 |
|