CMA
Cedar Mountain Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.6K | Buy |
702
+225
| +47% | +$26.8K | 0.02% | 76 |
|
|
2025
Q1 | $56.4K | Hold |
477
| – | – | 0.01% | 86 |
|
|
2024
Q4 | $55.1K | Hold |
477
| – | – | 0.01% | 81 |
|
|
2024
Q3 | $57.1K | Hold |
477
| – | – | 0.01% | 76 |
|
|
2024
Q2 | $55.1K | Hold |
477
| – | – | 0.01% | 68 |
|
|
2024
Q1 | $55.2K | Sell |
477
-110
| -19% | -$12.7K | 0.01% | 70 |
|
|
2023
Q4 | $68.8K | Buy |
587
+477
| +434% | +$55.9K | 0.02% | 63 |
|
|
2023
Q3 | $12.5K | Sell |
110
-1
| -0.9% | -$113 | ﹤0.01% | 160 |
|
|
2023
Q2 | $12.8K | Hold |
111
| – | – | ﹤0.01% | 148 |
|
|
2023
Q1 | $13K | Hold |
111
| – | – | ﹤0.01% | 142 |
|
|
2022
Q4 | $12.7K | Sell |
111
-598
| -84% | -$68.7K | ﹤0.01% | 143 |
|
|
2022
Q3 | $81K | Sell |
709
-904
| -56% | -$103K | 0.03% | 53 |
|
|
2022
Q2 | $192K | Sell |
1,613
-26,131
| -94% | -$3.11M | 0.07% | 42 |
|
|
2022
Q1 | $3.39M | Sell |
27,744
-873
| -3% | -$107K | 1% | 13 |
|
|
2021
Q4 | $3.68M | Buy |
28,617
+173
| +0.6% | +$22.3K | 1.13% | 11 |
|
|
2021
Q3 | $3.7M | Buy |
28,444
+3,950
| +16% | +$514K | 1.23% | 11 |
|
|
2021
Q2 | $3.2M | Sell |
24,494
-29,638
| -55% | -$3.87M | 1.06% | 11 |
|
|
2021
Q1 | $7.03M | Buy |
54,132
+670
| +1% | +$87K | 2.38% | 10 |
|
|
2020
Q4 | $7.11M | Buy |
53,462
+7,086
| +15% | +$942K | 2.54% | 9 |
|
|
2020
Q3 | $6.2M | Buy |
46,376
+595
| +1% | +$79.5K | 2.51% | 9 |
|
|
2020
Q2 | $6.12M | Buy |
+45,781
| New | +$6.12M | 2.65% | 8 |
|