FIM
Freedom Investment Management’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 | $365K | Buy |
3,065
+46
| +2% | +$5.48K | 0.03% | 527 |
|
2025
Q1 | $357K | Sell |
3,019
-519
| -15% | -$61.3K | 0.03% | 523 |
|
2024
Q4 | $409K | Sell |
3,538
-260
| -7% | -$30K | 0.03% | 486 |
|
2024
Q3 | $454K | Hold |
3,798
| – | – | 0.04% | 461 |
|
2024
Q2 | $439K | Sell |
3,798
-251
| -6% | -$29K | 0.04% | 466 |
|
2024
Q1 | $469K | Buy |
+4,049
| New | +$469K | 0.04% | 456 |
|
2020
Q4 | – | Sell |
-705,798
| Closed | -$94.3M | – | 636 |
|
2020
Q3 | $94.3M | Sell |
705,798
-51,309
| -7% | -$6.85M | 10.26% | 1 |
|
2020
Q2 | $101M | Buy |
757,107
+661,951
| +696% | +$88.5M | 11.02% | 1 |
|
2020
Q1 | $12.1M | Buy |
95,156
+926
| +1% | +$118K | 1.07% | 14 |
|
2019
Q4 | $11.8M | Sell |
94,230
-790,779
| -89% | -$99.4M | 1.04% | 16 |
|
2019
Q3 | $112M | Sell |
885,009
-45,944
| -5% | -$5.83M | 9.75% | 1 |
|
2019
Q2 | $117M | Buy |
930,953
+822,080
| +755% | +$103M | 9.81% | 1 |
|
2019
Q1 | $13.4M | Buy |
108,873
+9,873
| +10% | +$1.22M | 1.08% | 13 |
|
2018
Q4 | $12M | Sell |
99,000
-1,677,779
| -94% | -$204M | 0.93% | 15 |
|
2018
Q3 | $213M | Sell |
1,776,779
-72,694
| -4% | -$8.71M | 13.34% | 1 |
|
2018
Q2 | $222M | Buy |
1,849,473
+1,595,277
| +628% | +$191M | 13.37% | 1 |
|
2018
Q1 | $30.7M | Sell |
254,196
-29,099
| -10% | -$3.51M | 1.57% | 7 |
|
2017
Q4 | $34.6M | Sell |
283,295
-1,676,033
| -86% | -$205M | 1.77% | 7 |
|
2017
Q3 | $242M | Sell |
1,959,328
-170,750
| -8% | -$21.1M | 13.29% | 1 |
|
2017
Q2 | $263M | Buy |
2,130,078
+1,782,934
| +514% | +$220M | 14.99% | 1 |
|
2017
Q1 | $42.7M | Sell |
347,144
-69,106
| -17% | -$8.5M | 2.49% | 4 |
|
2016
Q4 | $51M | Sell |
416,250
-1,845,780
| -82% | -$226M | 3.2% | 4 |
|
2016
Q3 | $286M | Buy |
2,262,030
+28,388
| +1% | +$3.59M | 18.34% | 1 |
|
2016
Q2 | $284M | Buy |
2,233,642
+1,902,374
| +574% | +$242M | 19.38% | 1 |
|
2016
Q1 | $41.7M | Buy |
331,268
+40,026
| +14% | +$5.04M | 3.02% | 7 |
|
2015
Q4 | $35.7M | Buy |
291,242
+288,476
| +10,429% | +$35.4M | 2.71% | 6 |
|
2015
Q3 | $303K | Sell |
2,766
-1,107,430
| -100% | -$121M | 0.03% | 471 |
|
2015
Q2 | $137M | Buy |
1,110,196
+1,048,838
| +1,709% | +$129M | 14.02% | 1 |
|
2015
Q1 | $7.62M | Buy |
61,358
+10,867
| +22% | +$1.35M | 0.84% | 14 |
|
2014
Q4 | $6.18M | Sell |
50,491
-598,168
| -92% | -$73.2M | 0.8% | 13 |
|
2014
Q3 | $78.7M | Sell |
648,659
-58,377
| -8% | -$7.08M | 13.88% | 1 |
|
2014
Q2 | $86.1M | Buy |
707,036
+674,588
| +2,079% | +$82.2M | 14.48% | 1 |
|
2014
Q1 | $3.92M | Buy |
32,448
+28,669
| +759% | +$3.46M | 0.84% | 14 |
|
2013
Q4 | $454K | Buy |
+3,779
| New | +$454K | 0.11% | 178 |
|