Great Diamond 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 | $5.61M | Sell |
47,124
-149
| -0.3% | -$17.7K | 1.19% | 18 |
|
|
2025
Q1 | $5.58M | Buy |
47,273
+4,894
| +12% | +$578K | 1.53% | 12 |
|
|
2024
Q4 | $4.9M | Sell |
42,379
-2,863
| -6% | -$331K | 1.27% | 19 |
|
|
2024
Q3 | $5.41M | Sell |
45,242
-770
| -2% | -$92.1K | 1.37% | 17 |
|
|
2024
Q2 | $5.31M | Sell |
46,012
-1,133
| -2% | -$131K | 1.25% | 19 |
|
|
2024
Q1 | $5.46M | Buy |
47,145
+225
| +0.5% | +$26.1K | 1.25% | 17 |
|
|
2023
Q4 | $5.5M | Sell |
46,920
-1,308
| -3% | -$153K | 1.35% | 15 |
|
|
2023
Q3 | $5.46M | Buy |
48,228
+2,537
| +6% | +$287K | 1.48% | 15 |
|
|
2023
Q2 | $5.27M | Sell |
45,691
-536
| -1% | -$61.8K | 1.39% | 14 |
|
|
2023
Q1 | $5.44M | Buy |
46,227
+979
| +2% | +$115K | 1.58% | 12 |
|
|
2022
Q4 | $5.2M | Sell |
45,248
-3,549
| -7% | -$408K | 1.6% | 12 |
|
|
2022
Q3 | $5.58M | Sell |
48,797
-783
| -2% | -$89.5K | 1.91% | 6 |
|
|
2022
Q2 | $5.92M | Buy |
49,580
+460
| +0.9% | +$54.9K | 1.97% | 6 |
|
|
2022
Q1 | $6M | Buy |
49,120
+1,278
| +3% | +$156K | 1.67% | 9 |
|
|
2021
Q4 | $6.16M | Buy |
47,842
+6,199
| +15% | +$798K | 1.58% | 12 |
|
|
2021
Q3 | $5.42M | Buy |
41,643
+2,255
| +6% | +$293K | 1.49% | 10 |
|
|
2021
Q2 | $5.14M | Buy |
39,388
+5,468
| +16% | +$714K | 1.45% | 9 |
|
|
2021
Q1 | $4.41M | Buy |
33,920
+5,507
| +19% | +$715K | 1.36% | 12 |
|
|
2020
Q4 | $3.78M | Buy |
28,413
+4,739
| +20% | +$630K | 1.2% | 18 |
|
|
2020
Q3 | $3.16M | Buy |
23,674
+1,268
| +6% | +$169K | 1.16% | 20 |
|
|
2020
Q2 | $3M | Buy |
22,406
+897
| +4% | +$120K | 1.24% | 18 |
|
|
2020
Q1 | $2.87M | Sell |
21,509
-9,838
| -31% | -$1.31M | 1.48% | 12 |
|
|
2019
Q4 | $3.94M | Buy |
+31,347
| New | +$3.94M | 1.5% | 11 |
|