Crewe Advisors’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
Q1 | – | Sell |
-6,521
| Closed | -$754K | – | 738 |
|
|
2024
Q4 | $754K | Buy |
6,521
+44
| +0.7% | +$5.09K | 0.1% | 61 |
|
|
2024
Q3 | $775K | Buy |
6,477
+1,472
| +29% | +$176K | 0.09% | 63 |
|
|
2024
Q2 | $578K | Buy |
5,005
+968
| +24% | +$112K | 0.06% | 95 |
|
|
2024
Q1 | $468K | Buy |
+4,037
| New | +$468K | 0.05% | 104 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$1.36K | – | 558 |
|
|
2023
Q3 | $1.36K | Sell |
12
-131
| -92% | -$14.8K | ﹤0.01% | 342 |
|
|
2023
Q2 | $16.5K | Buy |
143
+12
| +9% | +$1.38K | ﹤0.01% | 358 |
|
|
2023
Q1 | $15.4K | Buy |
+131
| New | +$15.4K | ﹤0.01% | 479 |
|
|
2022
Q4 | – | Sell |
-1,533
| Closed | -$175K | – | 1139 |
|
|
2022
Q3 | $175K | Buy |
+1,533
| New | +$175K | 0.03% | 159 |
|