Global Retirement Partners’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 | $2.85M | Buy |
+23,892
| New | +$2.85M | 0.07% | 251 |
|
|
2024
Q4 | $1.26M | Sell |
10,905
-3,509
| -24% | -$405K | 0.04% | 398 |
|
|
2024
Q3 | $1.72M | Buy |
14,414
+1,096
| +8% | +$131K | 0.05% | 318 |
|
|
2024
Q2 | $1.54M | Buy |
13,318
+6,388
| +92% | +$738K | 0.05% | 325 |
|
|
2024
Q1 | $803K | Sell |
6,930
-421
| -6% | -$48.8K | 0.03% | 407 |
|
|
2023
Q4 | $859K | Sell |
7,351
-829
| -10% | -$96.9K | 0.04% | 368 |
|
|
2023
Q3 | $920K | Buy |
8,180
+433
| +6% | +$48.7K | 0.05% | 320 |
|
|
2023
Q2 | $893K | Sell |
7,747
-720
| -9% | -$83K | 0.04% | 331 |
|
|
2023
Q1 | $1.01M | Sell |
8,467
-2,408
| -22% | -$286K | 0.05% | 305 |
|
|
2022
Q4 | $1.25M | Buy |
10,875
+561
| +5% | +$64.5K | 0.09% | 230 |
|
|
2022
Q3 | $1.17M | Sell |
10,314
-6,564
| -39% | -$745K | 0.09% | 229 |
|
|
2022
Q2 | $2.01M | Sell |
16,878
-695
| -4% | -$82.9K | 0.16% | 140 |
|
|
2022
Q1 | $2.12M | Buy |
+17,573
| New | +$2.12M | 0.17% | 135 |
|
|
2021
Q4 | – | Sell |
-19,281
| Closed | -$2.51M | – | 953 |
|
|
2021
Q3 | $2.51M | Buy |
19,281
+2,732
| +17% | +$356K | 0.25% | 87 |
|
|
2021
Q2 | $2.16M | Buy |
16,549
+1,806
| +12% | +$236K | 0.22% | 103 |
|
|
2021
Q1 | $1.92M | Buy |
14,743
+6,144
| +71% | +$798K | 0.22% | 95 |
|
|
2020
Q4 | $1.14M | Buy |
8,599
+1,501
| +21% | +$200K | 0.14% | 141 |
|
|
2020
Q3 | $948K | Buy |
7,098
+918
| +15% | +$123K | 0.14% | 152 |
|
|
2020
Q2 | $826K | Sell |
6,180
-529
| -8% | -$70.7K | 0.13% | 154 |
|
|
2020
Q1 | $895K | Sell |
6,709
-1,712
| -20% | -$228K | 0.17% | 127 |
|
|
2019
Q4 | $1.06M | Buy |
8,421
+2,861
| +51% | +$360K | 0.16% | 138 |
|
|
2019
Q3 | $705K | Buy |
5,560
+2,702
| +95% | +$343K | 0.12% | 175 |
|
|
2019
Q2 | $359K | Buy |
2,858
+991
| +53% | +$124K | 0.07% | 232 |
|
|
2019
Q1 | $230K | Buy |
1,867
+1,854
| +14,262% | +$228K | 0.06% | 276 |
|
|
2018
Q4 | $2K | Sell |
13
-9,484
| -100% | -$1.46M | ﹤0.01% | 1331 |
|
|
2018
Q3 | $1.13M | Buy |
9,497
+2,283
| +32% | +$272K | 0.26% | 83 |
|
|
2018
Q2 | $866K | Sell |
7,214
-1,094
| -13% | -$131K | 0.22% | 95 |
|
|
2018
Q1 | $1M | Buy |
8,308
+8,219
| +9,235% | +$991K | 0.28% | 78 |
|
|
2017
Q4 | $11K | Buy |
89
+5
| +6% | +$618 | ﹤0.01% | 876 |
|
|
2017
Q3 | $10K | Sell |
84
-17
| -17% | -$2.02K | ﹤0.01% | 831 |
|
|
2017
Q2 | $12K | Hold |
101
| – | – | 0.01% | 731 |
|
|
2017
Q1 | $12K | Hold |
101
| – | – | 0.01% | 692 |
|
|
2016
Q4 | $12K | Buy |
+101
| New | +$12K | 0.01% | 638 |
|