CFG
Cooper Financial Group’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 | – | Sell |
-4,877
| Closed | -$576K | – | 391 |
|
|
2025
Q1 | $576K | Buy |
4,877
+623
| +15% | +$73.6K | 0.08% | 219 |
|
|
2024
Q4 | $492K | Sell |
4,254
-789
| -16% | -$91.2K | 0.06% | 247 |
|
|
2024
Q3 | $603K | Sell |
5,043
-757
| -13% | -$90.5K | 0.08% | 215 |
|
|
2024
Q2 | $670K | Buy |
5,800
+1,370
| +31% | +$158K | 0.1% | 179 |
|
|
2024
Q1 | $513K | Buy |
+4,430
| New | +$513K | 0.08% | 206 |
|