Great Valley Advisor Group’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 | $6.12M | Buy |
51,390
+1,487
| +3% | +$177K | 0.14% | 153 |
|
|
2025
Q1 | $5.89M | Buy |
49,903
+83
| +0.2% | +$9.81K | 0.13% | 163 |
|
|
2024
Q4 | $5.76M | Buy |
49,820
+3,271
| +7% | +$378K | 0.13% | 157 |
|
|
2024
Q3 | $5.57M | Buy |
46,549
+13,939
| +43% | +$1.67M | 0.14% | 159 |
|
|
2024
Q2 | $3.77M | Sell |
32,610
-925
| -3% | -$107K | 0.11% | 206 |
|
|
2024
Q1 | $3.88M | Sell |
33,535
-8,902
| -21% | -$1.03M | 0.12% | 184 |
|
|
2023
Q4 | $4.97M | Buy |
42,437
+7,151
| +20% | +$838K | 0.17% | 138 |
|
|
2023
Q3 | $3.99M | Sell |
35,286
-14,717
| -29% | -$1.67M | 0.17% | 149 |
|
|
2023
Q2 | $5.76M | Buy |
50,003
+19,372
| +63% | +$2.23M | 0.24% | 111 |
|
|
2023
Q1 | $3.6M | Buy |
30,631
+18,243
| +147% | +$2.15M | 0.17% | 153 |
|
|
2022
Q4 | $1.42M | Buy |
12,388
+1,764
| +17% | +$203K | 0.07% | 268 |
|
|
2022
Q3 | $1.21M | Sell |
10,624
-3,230
| -23% | -$369K | 0.07% | 270 |
|
|
2022
Q2 | $1.65M | Sell |
13,854
-8,065
| -37% | -$962K | 0.09% | 221 |
|
|
2022
Q1 | $2.68M | Sell |
21,919
-1,994
| -8% | -$243K | 0.16% | 165 |
|
|
2021
Q4 | $3.08M | Buy |
23,913
+1,185
| +5% | +$152K | 0.19% | 130 |
|
|
2021
Q3 | $2.96M | Sell |
22,728
-470
| -2% | -$61.2K | 0.2% | 125 |
|
|
2021
Q2 | $3.03M | Buy |
+23,198
| New | +$3.03M | 0.22% | 115 |
|