Continuum Advisory’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 |
-143
| Closed | -$16.9K | – | 946 |
|
|
2025
Q1 | $16.9K | Sell |
143
-73
| -34% | -$8.62K | ﹤0.01% | 890 |
|
|
2024
Q4 | $25K | Buy |
216
+20
| +10% | +$2.31K | ﹤0.01% | 808 |
|
|
2024
Q3 | $22.7K | Sell |
196
-251
| -56% | -$29K | ﹤0.01% | 814 |
|
|
2024
Q2 | $51.6K | Hold |
447
| – | – | 0.01% | 607 |
|
|
2024
Q1 | $51.2K | Sell |
447
-3,055
| -87% | -$350K | 0.01% | 596 |
|
|
2023
Q4 | $410K | Sell |
3,502
-62
| -2% | -$7.26K | 0.06% | 313 |
|
|
2023
Q3 | $403K | Sell |
3,564
-60
| -2% | -$6.79K | 0.06% | 309 |
|
|
2023
Q2 | $418K | Buy |
3,624
+155
| +4% | +$17.9K | 0.07% | 311 |
|
|
2023
Q1 | $408K | Buy |
3,469
+689
| +25% | +$81.1K | 0.07% | 296 |
|
|
2022
Q4 | $319K | Buy |
2,780
+333
| +14% | +$38.3K | 0.06% | 337 |
|
|
2022
Q3 | $280K | Sell |
2,447
-201
| -8% | -$23K | 0.05% | 328 |
|
|
2022
Q2 | $316K | Buy |
2,648
+106
| +4% | +$12.7K | 0.06% | 324 |
|
|
2022
Q1 | $304K | Buy |
+2,542
| New | +$304K | 0.06% | 320 |
|