CIA
Concurrent Investment Advisors’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 | $5.88M | Buy |
49,408
+38,231
| +342% | +$4.55M | 0.11% | 191 |
|
|
2025
Q1 | $1.32M | Buy |
11,177
+787
| +8% | +$93K | 0.03% | 464 |
|
|
2024
Q4 | $1.2M | Sell |
10,390
-221
| -2% | -$25.5K | 0.03% | 441 |
|
|
2024
Q3 | $1.27M | Buy |
10,611
+381
| +4% | +$45.6K | 0.04% | 414 |
|
|
2024
Q2 | $1.18M | Buy |
10,230
+2,015
| +25% | +$233K | 0.04% | 388 |
|
|
2024
Q1 | $951K | Sell |
8,215
-285
| -3% | -$33K | 0.04% | 376 |
|
|
2023
Q4 | $996K | Buy |
+8,500
| New | +$996K | 0.05% | 340 |
|