Boltwood Capital Management’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 | $11.5M | Buy |
96,157
+289
| +0.3% | +$34.4K | 3.26% | 4 |
|
|
2025
Q1 | $11.3M | Sell |
95,868
-1,761
| -2% | -$208K | 3.44% | 5 |
|
|
2024
Q4 | $11.3M | Buy |
97,629
+5,304
| +6% | +$613K | 3.44% | 5 |
|
|
2024
Q3 | $11M | Buy |
92,325
+1,281
| +1% | +$153K | 3.27% | 5 |
|
|
2024
Q2 | $10.5M | Sell |
91,044
-8,690
| -9% | -$1M | 3.28% | 5 |
|
|
2024
Q1 | $11.6M | Sell |
99,734
-4,837
| -5% | -$560K | 3.58% | 4 |
|
|
2023
Q4 | $12.2M | Sell |
104,571
-36,838
| -26% | -$4.31M | 4.06% | 4 |
|
|
2023
Q3 | $16M | Buy |
141,409
+26,300
| +23% | +$2.98M | 5.93% | 2 |
|
|
2023
Q2 | $13.3M | Buy |
115,109
+22,773
| +25% | +$2.62M | 4.78% | 2 |
|
|
2023
Q1 | $10.9M | Buy |
92,336
+3,586
| +4% | +$422K | 4.06% | 3 |
|
|
2022
Q4 | $10.2M | Buy |
88,750
+23,563
| +36% | +$2.71M | 4.14% | 4 |
|
|
2022
Q3 | $7.45M | Buy |
65,187
+17,810
| +38% | +$2.04M | 3.41% | 5 |
|
|
2022
Q2 | $5.65M | Buy |
47,377
+26,975
| +132% | +$3.22M | 2.45% | 5 |
|
|
2022
Q1 | $2.49M | Buy |
20,402
+2,287
| +13% | +$279K | 0.96% | 32 |
|
|
2021
Q4 | $2.33M | Sell |
18,115
-817
| -4% | -$105K | 0.86% | 35 |
|
|
2021
Q3 | $2.46M | Buy |
18,932
+2,379
| +14% | +$310K | 0.99% | 30 |
|
|
2021
Q2 | $2.16M | Buy |
16,553
+1,488
| +10% | +$194K | 0.9% | 38 |
|
|
2021
Q1 | $1.96M | Buy |
15,065
+7,377
| +96% | +$958K | 0.87% | 39 |
|
|
2020
Q4 | $1.02M | Buy |
7,688
+1,713
| +29% | +$228K | 0.5% | 64 |
|
|
2020
Q3 | $798K | Buy |
+5,975
| New | +$798K | 0.45% | 74 |
|