Colton Groome Financial Advisors’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 | – | Sell |
-1,691
| Closed | -$202K | – | 141 |
|
|
2025
Q1 | $202K | Buy |
+1,691
| New | +$202K | 0.08% | 123 |
|
|
2023
Q3 | – | Sell |
-10,478
| Closed | -$1.21M | – | 116 |
|
|
2023
Q2 | $1.21M | Sell |
10,478
-6,390
| -38% | -$737K | 0.57% | 45 |
|
|
2023
Q1 | $1.98M | Buy |
+16,868
| New | +$1.98M | 0.95% | 29 |
|
|
2019
Q3 | – | Sell |
-10,339
| Closed | -$1.3M | – | 61 |
|
|
2019
Q2 | $1.3M | Buy |
+10,339
| New | +$1.3M | 1.04% | 17 |
|