GIA
Gladstone Institutional Advisory’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 |
-1,727
| Closed | -$204K | – | 769 |
|
|
2025
Q1 | $204K | Buy |
+1,727
| New | +$204K | 0.01% | 687 |
|
|
2022
Q2 | – | Sell |
-2,136
| Closed | -$261K | – | 689 |
|
|
2022
Q1 | $261K | Sell |
2,136
-517
| -19% | -$63.2K | 0.02% | 591 |
|
|
2021
Q4 | $341K | Sell |
2,653
-1,308
| -33% | -$168K | 0.03% | 447 |
|
|
2021
Q3 | $516K | Sell |
3,961
-953
| -19% | -$124K | 0.05% | 312 |
|
|
2021
Q2 | $641K | Sell |
4,914
-26,769
| -84% | -$3.49M | 0.08% | 253 |
|
|
2021
Q1 | $4.12M | Buy |
31,683
+8,377
| +36% | +$1.09M | 0.64% | 41 |
|
|
2020
Q4 | $3.1M | Buy |
23,306
+93
| +0.4% | +$12.4K | 0.62% | 40 |
|
|
2020
Q3 | $3.1M | Buy |
23,213
+86
| +0.4% | +$11.5K | 0.74% | 32 |
|
|
2020
Q2 | $3.09M | Buy |
23,127
+2,372
| +11% | +$317K | 0.79% | 32 |
|
|
2020
Q1 | $2.77M | Buy |
+20,755
| New | +$2.77M | 0.71% | 30 |
|