Coppell Advisory Solutions’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 | $239K | Buy |
+2,014
| New | +$239K | 0.03% | 329 |
|
|
2025
Q1 | – | Sell |
-7,390
| Closed | -$854K | – | 1047 |
|
|
2024
Q4 | $854K | Sell |
7,390
-158
| -2% | -$18.3K | 0.12% | 133 |
|
|
2024
Q3 | $905K | Buy |
7,548
+1,888
| +33% | +$226K | 0.13% | 128 |
|
|
2024
Q2 | $654K | Buy |
+5,660
| New | +$654K | 0.11% | 137 |
|
|
2023
Q4 | $70.5K | Buy |
602
+181
| +43% | +$21.2K | 0.01% | 423 |
|
|
2023
Q3 | $48.4K | Sell |
421
-24,468
| -98% | -$2.81M | 0.02% | 304 |
|
|
2023
Q2 | $2.87M | Buy |
+24,889
| New | +$2.87M | 0.81% | 22 |
|
|
2023
Q1 | – | Sell |
-421
| Closed | -$48.4K | – | 628 |
|
|
2022
Q4 | $48.4K | Buy |
+421
| New | +$48.4K | 0.02% | 306 |
|