Concourse Financial Group Securities’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.81M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.61M | Buy |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $4.02M | Sell |
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|
2023
Q3 | $6.47M | Buy |
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|
2023
Q2 | $4.36M | Sell |
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|
2023
Q1 | $4.45M | Sell |
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|
2022
Q4 | $5.16M | Buy |
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|
2022
Q3 | $4.72M | Sell |
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|
2022
Q2 | $5.05M | Sell |
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|
2022
Q1 | $8.05M | Sell |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $14.2M | Buy |
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|
2021
Q2 | $9.83M | Buy |
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|
2021
Q1 | $6.09M | Buy |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $801K | Buy |
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|
2020
Q1 | $188K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $44K | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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