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 |
|