Eley Financial Management’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 | $12.1M | Sell |
101,406
-3,091
| -3% | -$368K | 4.64% | 4 |
|
|
2025
Q1 | $12.3M | Buy |
104,497
+227
| +0.2% | +$26.8K | 4.94% | 4 |
|
|
2024
Q4 | $12M | Buy |
104,270
+4,708
| +5% | +$544K | 4.69% | 4 |
|
|
2024
Q3 | $11.9M | Buy |
99,562
+886
| +0.9% | +$106K | 4.79% | 4 |
|
|
2024
Q2 | $11.4M | Buy |
98,676
+1,432
| +1% | +$165K | 4.83% | 5 |
|
|
2024
Q1 | $11.3M | Buy |
97,244
+5,678
| +6% | +$658K | 4.85% | 4 |
|
|
2023
Q4 | $10.7M | Sell |
91,566
-45,288
| -33% | -$5.3M | 5.03% | 4 |
|
|
2023
Q3 | $15.5M | Sell |
136,854
-125
| -0.1% | -$14.1K | 7.89% | 2 |
|
|
2023
Q2 | $15.8M | Buy |
136,979
+7,642
| +6% | +$881K | 7.69% | 2 |
|
|
2023
Q1 | $15.2M | Buy |
129,337
+295
| +0.2% | +$34.7K | 7.86% | 1 |
|
|
2022
Q4 | $14.8M | Buy |
+129,042
| New | +$14.8M | 7.99% | 1 |
|