Benjamin Edwards Inc’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
2026 Q1	$40.5M	Buy	341,421 +12,951	+4%	+$1.54M	0.4%	63
2025 Q4	$39.2M	Buy	328,470 +48,956	+18%	+$5.86M	0.43%	61
2025 Q3	$33.4M	Sell	279,514 -315,319	-53%	-$37.5M	0.38%	74
2025 Q2	$70.8M	Buy	594,833 +475,718	+399%	+$56.1M	0.9%	15
2025 Q1	$14.1M	Buy	119,115 +11,666	+11%	+$1.36M	0.2%	124
2024 Q4	$12.4M	Sell	107,449 -26,932	-20%	-$3.14M	0.18%	140
2024 Q3	$16.1M	Buy	134,381 +109,840	+448%	+$13M	0.23%	112
2024 Q2	$2.83M	Sell	24,541 -12,055	-33%	-$1.38M	0.55%	48
2024 Q1	$4.24M	Buy	36,596 +6,200	+20%	+$720K	0.84%	22
2023 Q4	$3.56M	Sell	30,396 -8,786	-22%	-$1M	0.78%	27
2023 Q3	$4.43M	Sell	39,182 -6,031	-13%	-$690K	1.05%	16
2023 Q2	$5.21M	Buy	45,213 +214	+0.5%	+$25.1K	1.21%	9
2023 Q1	$5.29M	Buy	+44,999	New	+$5.23M	1.29%	9
2022 Q3	–	Sell	-33,242	Closed	-$3.93M	–	722
2022 Q2	$3.97M	Buy	33,242 +11,158	+51%	+$1.33M	1.17%	9
2022 Q1	$2.69M	Buy	+22,084	New	+$2.77M	0.78%	30
2020 Q2	–	Sell	-332	Closed	-$44.3K	–	379
2020 Q1	$44K	Buy	332 +1	+0.3%	+$129	0.05%	182
2019 Q4	$42K	Sell	331 -398	-55%	-$50.3K	0.09%	135
2019 Q3	$92K	Buy	729 +4	+0.6%	+$505	0.2%	102
2019 Q2	$91K	Buy	+725	New	+$89.7K	0.22%	92