Castleview 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
Q1 | – | Sell |
-206
| Closed | -$23.8K | – | 351 |
|
|
2024
Q4 | $23.8K | Sell |
206
-131
| -39% | -$15.1K | 0.01% | 444 |
|
|
2024
Q3 | $40.3K | Buy |
337
+133
| +65% | +$15.9K | 0.02% | 353 |
|
|
2024
Q2 | $23.6K | Buy |
204
+36
| +21% | +$4.16K | 0.01% | 418 |
|
|
2024
Q1 | $19.5K | Hold |
168
| – | – | 0.01% | 471 |
|
|
2023
Q4 | $19.6K | Buy |
168
+2
| +1% | +$234 | 0.01% | 440 |
|
|
2023
Q3 | $18.8K | Buy |
166
+1
| +0.6% | +$113 | 0.02% | 369 |
|
|
2023
Q2 | $19K | Sell |
165
-18
| -10% | -$2.08K | 0.02% | 361 |
|
|
2023
Q1 | $21.5K | Hold |
183
| – | – | 0.02% | 340 |
|
|
2022
Q4 | $21K | Buy |
+183
| New | +$21K | 0.02% | 297 |
|