Caldwell Sutter Capital’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 | $363K | Buy |
3,045
+139
| +5% | +$16.6K | 0.17% | 139 |
|
|
2025
Q1 | $343K | Buy |
2,906
+140
| +5% | +$16.5K | 0.16% | 139 |
|
|
2024
Q4 | $320K | Buy |
2,766
+884
| +47% | +$102K | 0.15% | 149 |
|
|
2024
Q3 | $225K | Buy |
1,882
+40
| +2% | +$4.79K | 0.1% | 189 |
|
|
2024
Q2 | $213K | Buy |
1,842
+114
| +7% | +$13.2K | 0.11% | 187 |
|
|
2024
Q1 | $200K | Sell |
1,728
-52
| -3% | -$6.02K | 0.1% | 195 |
|
|
2023
Q4 | $209K | Buy |
1,780
+222
| +14% | +$26K | 0.11% | 186 |
|
|
2023
Q3 | $176K | Buy |
1,558
+49
| +3% | +$5.55K | 0.1% | 187 |
|
|
2023
Q2 | $174K | Buy |
1,509
+995
| +194% | +$115K | 0.09% | 193 |
|
|
2023
Q1 | $60.5K | Buy |
+514
| New | +$60.5K | 0.04% | 230 |
|