Buckingham Capital Management (Ohio)’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
2024
Q4
$34.7M Sell
300,018
-2,824
-0.9% -$326K 3.98% 4
2024
Q3
$36.2M Sell
302,842
-1,900
-0.6% -$227K 4.14% 5
2024
Q2
$35.2M Sell
304,742
-848
-0.3% -$97.9K 4.21% 4
2024
Q1
$35.4M Buy
305,590
+5,127
+2% +$594K 4.34% 2
2023
Q4
$35.2M Buy
300,463
+144,597
+93% +$16.9M 4.71% 2
2023
Q3
$17.6M Buy
+155,866
New +$17.6M 2.69% 8