Curi RMB Capital’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 | $54.8M | Buy |
460,446
+7,608
| +2% | +$906K | 1.04% | 15 |
|
|
2025
Q1 | $53.5M | Buy |
452,838
+144,305
| +47% | +$17M | 1.32% | 10 |
|
|
2024
Q4 | $35.7M | Buy |
308,533
+27,049
| +10% | +$3.13M | 0.82% | 27 |
|
|
2024
Q3 | $33.7M | Sell |
281,484
-53,979
| -16% | -$6.46M | 0.76% | 31 |
|
|
2024
Q2 | $38.7M | Buy |
335,463
+12,124
| +4% | +$1.4M | 0.93% | 23 |
|
|
2024
Q1 | $37.4M | Buy |
+323,339
| New | +$37.4M | 0.86% | 26 |
|