Caldwell Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
128
|
|
||||
|
2025
Q1 | $15.1K | Buy |
128
+40
|
|
||||
|
2024
Q4 | $10.2K | Hold |
88
|
|
||||
|
2024
Q3 | $10.5K | Hold |
88
|
|
||||
|
2024
Q2 | $10.2K | Hold |
88
|
|
||||
|
2024
Q1 | $10.2K | Hold |
88
|
|
||||
|
2023
Q4 | $10.3K | Hold |
88
|
|
||||
|
2023
Q3 | $9.96K | Sell |
88
-7,452
|
|
||||
|
2023
Q2 | $869K | Buy |
7,540
+7,362
|
|
||||
|
2023
Q1 | $20.9K | Sell |
178
-6,404
|
|
||||
|
2022
Q4 | $756K | Buy |
6,582
+6,404
|
|
||||
|
2022
Q3 | $20.3K | Sell |
178
-161
|
|
||||
|
2022
Q2 | $40.5K | Buy |
339
+161
|
|
||||
|
2022
Q1 | $21.7K | Buy |
178
+88
|
|
||||
|
2021
Q4 | $11.6K | Sell |
90
-90
|
|
||||
|
2021
Q3 | $23.4K | Hold |
180
|
|
||||
|
2021
Q2 | $23.5K | Hold |
180
|
|
||||
|
2021
Q1 | $23.4K | Hold |
180
|
|
||||
|
2020
Q4 | $23.9K | Hold |
180
|
|
||||
|
2020
Q3 | $24K | Hold |
180
|
|
||||
|
2020
Q2 | $24.1K | Hold |
180
|
|
||||
|
2020
Q1 | $24K | Hold |
180
|
|
||||
|
2019
Q4 | $22.6K | Buy |
+180
|
|