Capital Asset Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $465K | Sell |
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2024
Q3 | $490K | Sell |
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|
2024
Q2 | $517K | Sell |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $2.54M | Buy |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $99K | Sell |
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|
2021
Q2 | $102K | Buy |
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|
2021
Q1 | $95K | Sell |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q3 | $64K | Buy |
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|
2020
Q2 | $60K | Sell |
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|
2020
Q1 | $65K | Buy |
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|
2019
Q4 | $55K | Buy |
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