CGA
Crescent Grove Advisors’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
Q1 | – | Sell |
-3,025
| Closed | -$350K | – | 279 |
|
|
2024
Q4 | $350K | Buy |
3,025
+1,017
| +51% | +$118K | 0.03% | 199 |
|
|
2024
Q3 | $240K | Buy |
2,008
+168
| +9% | +$20.1K | 0.02% | 249 |
|
|
2024
Q2 | $212K | Buy |
+1,840
| New | +$212K | 0.02% | 261 |
|
|
2023
Q4 | – | Sell |
-2,168
| Closed | -$245K | – | 292 |
|
|
2023
Q3 | $245K | Buy |
+2,168
| New | +$245K | 0.03% | 246 |
|