Family Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26.9K Sell
2025
Q1
$66.7K Hold
2024
Q4
$65.3K Buy
2024
Q3
$27K Hold
2024
Q2
$26.1K Hold
2024
Q1
$26.2K Hold
2023
Q4
$26.5K Buy
2023
Q3
$10.5K Buy
2023
Q2
Sell
2023
Q1
$18.4M Buy
2019
Q4
Sell
2019
Q3
$53K Buy