Cascade Financial Partners’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 | $4.15M | Buy |
34,844
+7,957
| +30% | +$948K | 0.5% | 41 |
|
|
2025
Q1 | $3.18M | Buy |
26,887
+6,605
| +33% | +$780K | 0.4% | 50 |
|
|
2024
Q4 | $2.34M | Buy |
20,282
+3,043
| +18% | +$352K | 0.31% | 63 |
|
|
2024
Q3 | $2.02M | Buy |
17,239
+185
| +1% | +$21.7K | 0.25% | 67 |
|
|
2024
Q2 | $1.97M | Buy |
17,054
+5,772
| +51% | +$667K | 0.26% | 61 |
|
|
2024
Q1 | $1.29M | Buy |
+11,282
| New | +$1.29M | 0.19% | 79 |
|