Davidson Trust Company’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
Sell
-2,457
Closed -$290K 163
2025
Q1
$290K Hold
2,457
0.14% 129
2024
Q4
$284K Sell
2,457
-1,715
-41% -$198K 0.15% 127
2024
Q3
$499K Buy
+4,172
New +$499K 0.26% 91