GHP Investment 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 | $83.1K | Hold |
698
| – | – | ﹤0.01% | 456 |
|
2025
Q1 | $82.5K | Buy |
+698
| New | +$82.5K | ﹤0.01% | 448 |
|
2024
Q4 | – | Sell |
-637
| Closed | -$76.2K | – | 1010 |
|
2024
Q3 | $76.2K | Buy |
+637
| New | +$76.2K | ﹤0.01% | 470 |
|
2022
Q3 | – | Sell |
-74
| Closed | -$9K | – | 933 |
|
2022
Q2 | $9K | Buy |
+74
| New | +$9K | ﹤0.01% | 701 |
|