FIA
Foundations Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,755
| Closed | -$207K | – | 964 |
|
|
2025
Q1 | $207K | Sell |
1,755
-182
| -9% | -$21.5K | ﹤0.01% | 813 |
|
|
2024
Q4 | $224K | Sell |
1,937
-164
| -8% | -$19K | ﹤0.01% | 765 |
|
|
2024
Q3 | $251K | Sell |
2,101
-102
| -5% | -$12.2K | 0.01% | 685 |
|
|
2024
Q2 | $254K | Buy |
2,203
+160
| +8% | +$18.5K | 0.01% | 644 |
|
|
2024
Q1 | $237K | Sell |
2,043
-44
| -2% | -$5.1K | 0.01% | 635 |
|
|
2023
Q4 | $245K | Sell |
2,087
-10,734
| -84% | -$1.26M | 0.01% | 600 |
|
|
2023
Q3 | $1.45M | Buy |
12,821
+1,850
| +17% | +$209K | 0.04% | 251 |
|
|
2023
Q2 | $1.26M | Buy |
10,971
+5,838
| +114% | +$673K | 0.04% | 238 |
|
|
2023
Q1 | $604K | Buy |
5,133
+3,230
| +170% | +$380K | 0.02% | 299 |
|
|
2022
Q4 | $219K | Sell |
1,903
-11,885
| -86% | -$1.37M | 0.01% | 395 |
|
|
2022
Q3 | $1.58M | Sell |
13,788
-340
| -2% | -$38.9K | 0.07% | 120 |
|
|
2022
Q2 | $1.69M | Buy |
+14,128
| New | +$1.69M | 0.07% | 107 |
|