Ethos Financial 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 | $612K | Sell |
5,135
-1,000
| -16% | -$119K | 0.05% | 238 |
|
|
2025
Q1 | $709K | Hold |
6,135
| – | – | 0.07% | 190 |
|
|
2024
Q4 | $709K | Hold |
6,135
| – | – | 0.09% | 130 |
|
|
2024
Q3 | $734K | Hold |
6,135
| – | – | 0.12% | 97 |
|
|
2024
Q2 | $708K | Hold |
6,135
| – | – | 0.12% | 103 |
|
|
2024
Q1 | $711K | Sell |
6,135
-1,520
| -20% | -$176K | 0.13% | 104 |
|
|
2023
Q4 | $897K | Buy |
+7,655
| New | +$897K | 0.19% | 82 |
|