Creative Financial Designs’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 | $356K | Buy |
2,991
+408
| +16% | +$48.6K | 0.03% | 367 |
|
|
2025
Q1 | $305K | Sell |
2,583
-157
| -6% | -$18.5K | 0.02% | 359 |
|
|
2024
Q4 | $317K | Buy |
2,740
+707
| +35% | +$81.7K | 0.03% | 358 |
|
|
2024
Q3 | $243K | Buy |
2,033
+275
| +16% | +$32.9K | 0.02% | 401 |
|
|
2024
Q2 | $203K | Buy |
1,758
+304
| +21% | +$35.1K | 0.02% | 429 |
|
|
2024
Q1 | $168K | Buy |
1,454
+655
| +82% | +$75.9K | 0.02% | 459 |
|
|
2023
Q4 | $93.6K | Buy |
799
+188
| +31% | +$22K | 0.01% | 550 |
|
|
2023
Q3 | $69.2K | Buy |
611
+291
| +91% | +$32.9K | 0.01% | 555 |
|
|
2023
Q2 | $36.9K | Buy |
+320
| New | +$36.9K | ﹤0.01% | 708 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$3K | – | 1325 |
|
|
2022
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 1113 |
|
|
2022
Q2 | $4K | Buy |
30
+4
| +15% | +$533 | ﹤0.01% | 1044 |
|
|
2022
Q1 | $3K | Sell |
26
-8
| -24% | -$923 | ﹤0.01% | 1119 |
|
|
2021
Q4 | $4K | Hold |
34
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q2 | $4K | Buy |
34
+15
| +79% | +$1.77K | ﹤0.01% | 1217 |
|
|
2021
Q1 | $2K | Buy |
19
+10
| +111% | +$1.05K | ﹤0.01% | 1213 |
|
|
2020
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1186 |
|
|
2020
Q3 | – | Sell |
-495
| Closed | -$66K | – | 1257 |
|
|
2020
Q2 | $66K | Buy |
+495
| New | +$66K | 0.02% | 372 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 725 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 733 |
|
|
2017
Q3 | – | Sell |
-22
| Closed | -$3K | – | 777 |
|
|
2017
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 591 |
|
|
2017
Q1 | $3K | Sell |
22
-210
| -91% | -$28.6K | ﹤0.01% | 554 |
|
|
2016
Q4 | $28K | Buy |
+232
| New | +$28K | 0.02% | 282 |
|