Farther Finance 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
$6.51M Buy
54,637
+16,742
+44% +$1.99M 0.13% 146
2025
Q1
$4.47M Buy
37,895
+36,615
+2,861% +$4.32M 0.11% 171
2024
Q4
$148K Sell
1,280
-123
-9% -$14.2K 0.01% 1135
2024
Q3
$168K Sell
1,403
-4,152
-75% -$496K 0.01% 1068
2024
Q2
$637K Buy
5,555
+41
+0.7% +$4.7K 0.03% 402
2024
Q1
$634K Buy
5,514
+4,840
+718% +$556K 0.04% 338
2023
Q4
$79K Sell
674
-65
-9% -$7.62K 0.01% 871
2023
Q3
$83.7K Buy
739
+207
+39% +$23.4K 0.01% 622
2023
Q2
$61.3K Hold
532
0.01% 599
2023
Q1
$62.6K Buy
532
+1
+0.2% +$118 0.02% 542
2022
Q4
$61.1K Buy
+531
New +$61.1K 0.02% 448