Financial Gravity Asset 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
Q1 | $1.42K | Buy |
+12
| New | +$1.42K | ﹤0.01% | 850 |
|
|
2024
Q2 | $79.2K | Sell |
686
-798
| -54% | -$92.1K | 0.02% | 204 |
|
|
2024
Q1 | $173K | Sell |
1,484
-52,577
| -97% | -$6.13M | 0.02% | 222 |
|
|
2023
Q4 | $986K | Buy |
54,061
+814
| +2% | +$14.9K | 0.01% | 372 |
|
|
2023
Q3 | $891K | Buy |
53,247
+48,316
| +980% | +$809K | 0.01% | 371 |
|
|
2023
Q2 | $568 | Buy |
4,931
+121
| +3% | +$14 | ﹤0.01% | 977 |
|
|
2023
Q1 | $568 | Buy |
+4,810
| New | +$568 | 0.02% | 434 |
|
|
2021
Q2 | – | Sell |
-77
| Closed | -$10 | – | 1012 |
|
|
2021
Q1 | $10 | Buy |
+77
| New | +$10 | ﹤0.01% | 727 |
|
|
2020
Q2 | – | Sell |
-4,052
| Closed | -$539K | – | 420 |
|
|
2020
Q1 | $539K | Buy |
4,052
+2,904
| +253% | +$386K | 1.67% | 5 |
|
|
2019
Q4 | $141K | Sell |
1,148
-8,624
| -88% | -$1.06M | 0.1% | 203 |
|
|
2019
Q3 | $1.24M | Buy |
9,772
+5,341
| +121% | +$677K | 1.07% | 17 |
|
|
2019
Q2 | $557K | Buy |
4,431
+2,418
| +120% | +$304K | 0.46% | 58 |
|
|
2019
Q1 | $247K | Buy |
+2,013
| New | +$247K | 0.2% | 108 |
|
|
2018
Q3 | $2.62M | Sell |
21,980
-63,073
| -74% | -$7.52M | 2.74% | 2 |
|
|
2018
Q2 | $10.2M | Buy |
85,053
+66,576
| +360% | +$7.98M | 9.56% | 1 |
|
|
2018
Q1 | $2.2M | Buy |
+18,477
| New | +$2.2M | 2.26% | 5 |
|