Bigelow Investment Advisors’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 | $524K | Buy |
4,397
+603
| +16% | +$71.8K | 0.23% | 103 |
|
|
2025
Q1 | $448K | Buy |
3,794
+186
| +5% | +$22K | 0.21% | 109 |
|
|
2024
Q4 | $417K | Buy |
3,608
+579
| +19% | +$66.9K | 0.2% | 117 |
|
|
2024
Q3 | $362K | Sell |
3,029
-44
| -1% | -$5.26K | 0.16% | 131 |
|
|
2024
Q2 | $355K | Sell |
3,073
-90
| -3% | -$10.4K | 0.17% | 128 |
|
|
2024
Q1 | $366K | Sell |
3,163
-335
| -10% | -$38.8K | 0.18% | 125 |
|
|
2023
Q4 | $410K | Sell |
3,498
-1,693
| -33% | -$198K | 0.22% | 114 |
|
|
2023
Q3 | $587K | Sell |
5,191
-1,667
| -24% | -$189K | 0.34% | 82 |
|
|
2023
Q2 | $790K | Buy |
+6,858
| New | +$790K | 0.43% | 73 |
|
|
2023
Q1 | – | Sell |
-13,763
| Closed | -$1.58M | – | 51 |
|
|
2022
Q4 | $1.58M | Sell |
13,763
-7,441
| -35% | -$855K | 0.92% | 28 |
|
|
2022
Q3 | $2.42M | Sell |
21,204
-495
| -2% | -$56.6K | 1.45% | 16 |
|
|
2022
Q2 | $2.59M | Sell |
21,699
-697
| -3% | -$83.2K | 1.42% | 16 |
|
|
2022
Q1 | $2.73M | Buy |
22,396
+794
| +4% | +$96.9K | 1.28% | 17 |
|
|
2021
Q4 | $2.78M | Buy |
21,602
+3,516
| +19% | +$452K | 1.26% | 16 |
|
|
2021
Q3 | $2.35M | Buy |
18,086
+6,521
| +56% | +$849K | 1.16% | 20 |
|
|
2021
Q2 | $1.51M | Hold |
11,565
| – | – | 0.73% | 37 |
|
|
2021
Q1 | $1.5M | Buy |
11,565
+4,161
| +56% | +$540K | 0.76% | 36 |
|
|
2020
Q4 | $985K | Buy |
7,404
+946
| +15% | +$126K | 0.52% | 52 |
|
|
2020
Q3 | $863K | Buy |
6,458
+1,434
| +29% | +$192K | 0.51% | 54 |
|
|
2020
Q2 | $672K | Buy |
+5,024
| New | +$672K | 0.44% | 62 |
|