CVA Family Office’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 | $568K | Sell |
4,767
-29
| -0.6% | -$3.45K | 0.08% | 149 |
|
|
2025
Q1 | $567K | Buy |
4,796
+862
| +22% | +$102K | 0.09% | 147 |
|
|
2024
Q4 | $455K | Buy |
3,934
+1,540
| +64% | +$178K | 0.07% | 169 |
|
|
2024
Q3 | $286K | Buy |
2,394
+369
| +18% | +$44.1K | 0.05% | 208 |
|
|
2024
Q2 | $234K | Buy |
2,025
+170
| +9% | +$19.6K | 0.04% | 220 |
|
|
2024
Q1 | $215K | Buy |
1,855
+713
| +62% | +$82.6K | 0.04% | 232 |
|
|
2023
Q4 | $134K | Buy |
+1,142
| New | +$134K | 0.03% | 294 |
|
|
2023
Q3 | – | Sell |
-773
| Closed | -$89.1K | – | 568 |
|
|
2023
Q2 | $89.1K | Sell |
773
-1,832
| -70% | -$211K | 0.02% | 325 |
|
|
2023
Q1 | $306K | Buy |
2,605
+257
| +11% | +$30.2K | 0.07% | 162 |
|
|
2022
Q4 | $270K | Buy |
2,348
+2,082
| +783% | +$239K | 0.07% | 164 |
|
|
2022
Q3 | $30K | Hold |
266
| – | – | 0.01% | 464 |
|
|
2022
Q2 | $32K | Hold |
266
| – | – | 0.01% | 451 |
|
|
2022
Q1 | $32K | Hold |
266
| – | – | 0.01% | 480 |
|
|
2021
Q4 | $34K | Hold |
266
| – | – | 0.01% | 430 |
|
|
2021
Q3 | $36K | Hold |
266
| – | – | 0.03% | 213 |
|
|
2021
Q2 | $35K | Hold |
266
| – | – | 0.01% | 415 |
|
|
2021
Q1 | $35K | Hold |
266
| – | – | 0.01% | 312 |
|
|
2020
Q4 | $35K | Hold |
266
| – | – | 0.02% | 225 |
|
|
2020
Q3 | $36K | Hold |
266
| – | – | 0.03% | 213 |
|
|
2020
Q2 | $36K | Hold |
266
| – | – | 0.03% | 183 |
|
|
2020
Q1 | $35K | Buy |
+266
| New | +$35K | 0.04% | 167 |
|