Guerra Pan Advisors’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 | – | Sell |
-4,669
| Closed | -$552K | – | 115 |
|
|
2025
Q1 | $552K | Hold |
4,669
| – | – | 0.43% | 57 |
|
|
2024
Q4 | $540K | Hold |
4,669
| – | – | 0.39% | 60 |
|
|
2024
Q3 | $558K | Hold |
4,669
| – | – | 0.45% | 55 |
|
|
2024
Q2 | $539K | Hold |
4,669
| – | – | 0.45% | 53 |
|
|
2024
Q1 | $541K | Sell |
4,669
-184
| -4% | -$21.3K | 0.5% | 52 |
|
|
2023
Q4 | $568K | Sell |
4,853
-82
| -2% | -$9.61K | 0.54% | 55 |
|
|
2023
Q3 | $558K | Hold |
4,935
| – | – | 0.64% | 51 |
|
|
2023
Q2 | $569K | Hold |
4,935
| – | – | 0.63% | 51 |
|
|
2023
Q1 | $581K | Hold |
4,935
| – | – | 0.73% | 45 |
|
|
2022
Q4 | $567K | Hold |
4,935
| – | – | 0.77% | 45 |
|
|
2022
Q3 | $561K | Hold |
4,935
| – | – | 0.82% | 43 |
|
|
2022
Q2 | $598K | Hold |
4,935
| – | – | 0.74% | 46 |
|
|
2022
Q1 | $593K | Hold |
4,935
| – | – | 0.72% | 47 |
|
|
2021
Q4 | $635K | Buy |
+4,935
| New | +$635K | 0.63% | 50 |
|