Christensen King & Associates Investment Services’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 | $4.85M | Sell |
40,743
-14
| -0% | -$1.67K | 2.22% | 12 |
|
|
2025
Q1 | $4.79M | Buy |
40,757
+2,640
| +7% | +$310K | 2.27% | 12 |
|
|
2024
Q4 | $4.39M | Buy |
38,117
+710
| +2% | +$81.7K | 2.06% | 13 |
|
|
2024
Q3 | $4.47M | Buy |
37,407
+1,166
| +3% | +$139K | 2.11% | 13 |
|
|
2024
Q2 | $4.18M | Buy |
36,241
+3,693
| +11% | +$426K | 2.06% | 12 |
|
|
2024
Q1 | $3.77M | Buy |
32,548
+4,945
| +18% | +$573K | 1.88% | 14 |
|
|
2023
Q4 | $3.23M | Buy |
+27,603
| New | +$3.23M | 1.73% | 16 |
|