Cornerstone Planning Group’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 | $52.8K | Sell |
444
-804
| -64% | -$95.7K | 0.01% | 232 |
|
|
2025
Q1 | $147K | Buy |
1,248
+1,153
| +1,214% | +$136K | 0.04% | 107 |
|
|
2024
Q4 | $11K | Sell |
95
-137
| -59% | -$15.9K | ﹤0.01% | 409 |
|
|
2024
Q3 | $27.2K | Sell |
232
-309
| -57% | -$36.2K | 0.01% | 261 |
|
|
2024
Q2 | $64.3K | Hold |
541
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $61.8K | Buy |
541
+1
| +0.2% | +$114 | 0.02% | 155 |
|
|
2023
Q4 | $63.3K | Hold |
540
| – | – | 0.02% | 152 |
|
|
2023
Q3 | $61.1K | Hold |
540
| – | – | 0.02% | 159 |
|
|
2023
Q2 | $62.2K | Buy |
+540
| New | +$62.2K | 0.02% | 207 |
|
|
2022
Q4 | $62.1K | Buy |
+527
| New | +$62.1K | 0.03% | 230 |
|