Elevated Capital 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 | $921K | Hold |
7,795
| – | – | 0.26% | 109 |
|
|
2025
Q1 | $921K | Sell |
7,795
-476
| -6% | -$56.2K | 0.26% | 109 |
|
|
2024
Q4 | $956K | Sell |
8,271
-15,346
| -65% | -$1.77M | 0.26% | 111 |
|
|
2024
Q3 | $2.82M | Sell |
23,617
-6,443
| -21% | -$771K | 0.75% | 33 |
|
|
2024
Q2 | $3.47M | Buy |
30,060
+5,673
| +23% | +$655K | 0.98% | 23 |
|
|
2024
Q1 | $2.82M | Buy |
+24,387
| New | +$2.82M | 0.81% | 37 |
|
|
2021
Q1 | – | Sell |
-26,481
| Closed | -$3.52M | – | 168 |
|
|
2020
Q4 | $3.52M | Buy |
26,481
+287
| +1% | +$38.2K | 1.52% | 13 |
|
|
2020
Q3 | $3.47M | Sell |
26,194
-11,516
| -31% | -$1.53M | 1.62% | 13 |
|
|
2020
Q2 | $5.04M | Buy |
+37,710
| New | +$5.04M | 2.37% | 6 |
|
|
2019
Q4 | $2.47M | Buy |
+19,658
| New | +$2.47M | 2.75% | 6 |
|
|
2019
Q1 | $5.23M | Buy |
+39,152
| New | +$5.23M | 3.45% | 1 |
|