Costello Asset Management’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
2024
Q2
Sell
-895
Closed -$104K 176
2024
Q1
$104K Sell
895
-1,980
-69% -$229K 0.07% 74
2023
Q4
$337K Buy
+2,875
New +$337K 0.28% 48