CIAS
CFS Investment Advisory Services’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 | $16.4M | Buy |
137,683
+816
| +0.6% | +$97.2K | 1.34% | 18 |
|
|
2025
Q1 | $16.2M | Buy |
136,867
+2,923
| +2% | +$345K | 1.44% | 16 |
|
|
2024
Q4 | $15.5M | Buy |
133,944
+11,829
| +10% | +$1.37M | 1.39% | 19 |
|
|
2024
Q3 | $14.6M | Sell |
122,115
-114,303
| -48% | -$13.7M | 1.23% | 19 |
|
|
2024
Q2 | $27.3M | Buy |
+236,418
| New | +$27.3M | 2.21% | 11 |
|
|
2023
Q4 | – | Sell |
-98,713
| Closed | -$11.2M | – | 154 |
|
|
2023
Q3 | $11.2M | Buy |
98,713
+7,984
| +9% | +$903K | 1.78% | 12 |
|
|
2023
Q2 | $10.5M | Buy |
90,729
+4,901
| +6% | +$565K | 1.34% | 20 |
|
|
2023
Q1 | $10.1M | Buy |
+85,828
| New | +$10.1M | 1.84% | 16 |
|
|
2022
Q4 | – | Sell |
-211,189
| Closed | -$620K | – | 185 |
|
|
2022
Q3 | $620K | Buy |
211,189
+176,783
| +514% | +$519K | 0.14% | 80 |
|
|
2022
Q2 | $4.11M | Sell |
34,406
-4,125,844
| -99% | -$492M | 0.63% | 29 |
|
|
2022
Q1 | $279K | Buy |
4,160,250
+4,126,212
| +12,122% | +$277K | 1.21% | 19 |
|
|
2021
Q4 | $4.32M | Buy |
34,038
+3,161
| +10% | +$401K | 0.58% | 32 |
|
|
2021
Q3 | $4.02M | Buy |
+30,877
| New | +$4.02M | 0.55% | 38 |
|
|
2020
Q4 | $3.89M | Buy |
+29,213
| New | +$3.89M | 0.62% | 32 |
|