CSM 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
Q2
$27.3M Sell
229,600
-223,800
-49% -$26.7M 0.8% 30
2025
Q1
$53.6M Hold
453,400
2.92% 9
2024
Q4
$52.4M Buy
453,400
+226,700
+100% +$26.2M 2.45% 9
2024
Q3
$27.1M Buy
+226,700
New +$27.1M 1.77% 16