D.L. Carlson Investment Group’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 | $2.37M | Sell |
19,876
-6,117
| -24% | -$728K | 0.43% | 63 |
|
|
2025
Q1 | $3.07M | Sell |
25,993
-1,340
| -5% | -$158K | 0.59% | 52 |
|
|
2024
Q4 | $3.16M | Buy |
27,333
+95
| +0.3% | +$11K | 0.56% | 53 |
|
|
2024
Q3 | $3.26M | Buy |
27,238
+9,854
| +57% | +$1.18M | 0.59% | 55 |
|
|
2024
Q2 | $2.01M | Buy |
17,384
+1,885
| +12% | +$218K | 0.39% | 75 |
|
|
2024
Q1 | $1.79M | Buy |
15,499
+5,215
| +51% | +$604K | 0.35% | 76 |
|
|
2023
Q4 | $1.19M | Buy |
+10,284
| New | +$1.19M | 0.24% | 88 |
|