Confluence Investment Management’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
Q3 | $13.5M | Sell |
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|
2025
Q2 | $29.7M | Buy |
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|
2025
Q1 | $5.58M | Buy |
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|
2024
Q4 | $5.35M | Buy |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $3.96M | Sell |
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|
2024
Q1 | $5.66M | Buy |
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|
2023
Q4 | $813K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4.15M | Buy |
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|
2016
Q2 | $3.52M | Buy |
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|
2016
Q1 | $3.16M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.22M | Buy |
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|
2014
Q1 | $1.18M | Sell |
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|
2013
Q4 | $2.61M | Buy |
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|
2013
Q3 | $724K | Sell |
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|
2013
Q2 | $774K | Buy |
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