Beacon Capital Management LLC (Tennessee)’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 | $25.1K | Buy |
211
+107
| +103% | +$12.7K | ﹤0.01% | 466 |
|
|
2025
Q1 | $12.3K | Buy |
104
+99
| +1,980% | +$11.7K | ﹤0.01% | 577 |
|
|
2024
Q4 | $582 | Hold |
5
| – | – | ﹤0.01% | 1024 |
|
|
2024
Q3 | $598 | Hold |
5
| – | – | ﹤0.01% | 1138 |
|
|
2024
Q2 | $577 | Hold |
5
| – | – | ﹤0.01% | 988 |
|
|
2024
Q1 | $579 | Hold |
5
| – | – | ﹤0.01% | 999 |
|
|
2023
Q4 | $566 | Hold |
5
| – | – | ﹤0.01% | 916 |
|
|
2023
Q3 | $576 | Hold |
5
| – | – | ﹤0.01% | 956 |
|
|
2023
Q2 | $576 | Sell |
5
-24
| -83% | -$2.77K | ﹤0.01% | 956 |
|
|
2023
Q1 | $3.41K | Buy |
29
+1
| +4% | +$118 | ﹤0.01% | 696 |
|
|
2022
Q4 | $3.22K | Sell |
28
-6
| -18% | -$689 | ﹤0.01% | 722 |
|
|
2022
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 588 |
|
|
2022
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 645 |
|
|
2022
Q1 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 645 |
|