Family 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 | $26.9K | Sell |
226
-339
| -60% | -$40.4K | ﹤0.01% | 202 |
|
|
2025
Q1 | $66.7K | Hold |
565
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $65.3K | Buy |
565
+339
| +150% | +$39.2K | 0.01% | 162 |
|
|
2024
Q3 | $27K | Hold |
226
| – | – | ﹤0.01% | 177 |
|
|
2024
Q2 | $26.1K | Hold |
226
| – | – | ﹤0.01% | 161 |
|
|
2024
Q1 | $26.2K | Hold |
226
| – | – | ﹤0.01% | 164 |
|
|
2023
Q4 | $26.5K | Buy |
226
+133
| +143% | +$15.6K | 0.01% | 155 |
|
|
2023
Q3 | $10.5K | Buy |
+93
| New | +$10.5K | ﹤0.01% | 150 |
|
|
2023
Q2 | – | Sell |
-156,034
| Closed | -$18.4M | – | 168 |
|
|
2023
Q1 | $18.4M | Buy |
+156,034
| New | +$18.4M | 4.23% | 5 |
|
|
2019
Q4 | – | Sell |
-421
| Closed | -$53K | – | 195 |
|
|
2019
Q3 | $53K | Buy |
+421
| New | +$53K | 0.02% | 162 |
|