Coldstream Capital Management’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 | $13.9M | Buy |
116,588
+45,220
| +63% | +$5.39M | 0.23% | 69 |
|
|
2025
Q1 | $8.43M | Buy |
+71,368
| New | +$8.43M | 0.18% | 80 |
|
|
2020
Q1 | – | Sell |
-4,534
| Closed | -$570K | – | 321 |
|
|
2019
Q4 | $570K | Sell |
4,534
-9
| -0.2% | -$1.13K | 0.05% | 191 |
|
|
2019
Q3 | $576K | Sell |
4,543
-232
| -5% | -$29.4K | 0.05% | 186 |
|
|
2019
Q2 | $601K | Sell |
4,775
-4,606
| -49% | -$580K | 0.05% | 187 |
|
|
2019
Q1 | $1.16M | Sell |
9,381
-1,468
| -14% | -$181K | 0.1% | 112 |
|
|
2018
Q4 | $1.32M | Buy |
+10,849
| New | +$1.32M | 0.13% | 105 |
|