Golden State Equity 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 | $1.53M | Buy |
12,868
+689
| +6% | +$82.1K | 0.28% | 81 |
|
|
2025
Q1 | $1.44M | Buy |
12,179
+10,423
| +594% | +$1.23M | 0.28% | 90 |
|
|
2024
Q4 | $203K | Buy |
+1,756
| New | +$203K | 0.04% | 415 |
|
|
2024
Q3 | – | Sell |
-2,556
| Closed | -$295K | – | 855 |
|
|
2024
Q2 | $295K | Buy |
+2,556
| New | +$295K | 0.06% | 325 |
|
|
2023
Q4 | – | Sell |
-9,407
| Closed | -$1.06M | – | 373 |
|
|
2023
Q3 | $1.06M | Sell |
9,407
-35
| -0.4% | -$3.96K | 0.3% | 90 |
|
|
2023
Q2 | $1.09M | Buy |
9,442
+217
| +2% | +$25K | 0.31% | 80 |
|
|
2023
Q1 | $1.09M | Buy |
+9,225
| New | +$1.09M | 0.59% | 52 |
|
|
2022
Q1 | $637K | Buy |
+5,217
| New | +$637K | 0.32% | 92 |
|
|
2021
Q2 | – | Sell |
-3,531
| Closed | -$459K | – | 260 |
|
|
2021
Q1 | $459K | Buy |
+3,531
| New | +$459K | 0.26% | 94 |
|