Hanson & Doremus Investment Management’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 | $20K | Hold |
165
| – | – | ﹤0.01% | 395 |
|
|
2025
Q1 | $19K | Buy |
+165
| New | +$19K | ﹤0.01% | 391 |
|
|
2024
Q1 | – | Sell |
-99
| Closed | -$12K | – | 494 |
|
|
2023
Q4 | $12K | Buy |
+99
| New | +$12K | ﹤0.01% | 396 |
|
|
2019
Q2 | – | Sell |
-1,477
| Closed | -$182K | – | 481 |
|
|
2019
Q1 | $182K | Hold |
1,477
| – | – | 0.06% | 172 |
|
|
2018
Q4 | $179K | Hold |
1,477
| – | – | 0.06% | 171 |
|
|
2018
Q3 | $176K | Buy |
1,477
+65
| +5% | +$7.75K | 0.06% | 185 |
|
|
2018
Q2 | $169K | Hold |
1,412
| – | – | 0.06% | 181 |
|
|
2018
Q1 | $170K | Buy |
1,412
+41
| +3% | +$4.94K | 0.05% | 192 |
|
|
2017
Q4 | $167K | Hold |
1,371
| – | – | 0.06% | 186 |
|
|
2017
Q3 | $169K | Buy |
1,371
+60
| +5% | +$7.4K | 0.06% | 184 |
|
|
2017
Q2 | $162K | Buy |
1,311
+25
| +2% | +$3.09K | 0.06% | 179 |
|
|
2017
Q1 | $158K | Hold |
1,286
| – | – | 0.06% | 186 |
|
|
2016
Q4 | $158K | Hold |
1,286
| – | – | 0.07% | 176 |
|
|
2016
Q3 | $163K | Hold |
1,286
| – | – | 0.08% | 171 |
|
|
2016
Q2 | $164K | Hold |
1,286
| – | – | 0.07% | 166 |
|
|
2016
Q1 | $162K | Hold |
1,286
| – | – | 0.07% | 174 |
|
|
2015
Q4 | $158K | Sell |
1,286
-24
| -2% | -$2.95K | 0.07% | 178 |
|
|
2015
Q3 | $163K | Hold |
1,310
| – | – | 0.08% | 166 |
|
|
2015
Q2 | $161K | Hold |
1,310
| – | – | 0.07% | 180 |
|
|
2015
Q1 | $163K | Hold |
1,310
| – | – | 0.07% | 183 |
|
|
2014
Q4 | $160K | Buy |
1,310
+75
| +6% | +$9.16K | 0.07% | 180 |
|
|
2014
Q3 | $150K | Hold |
1,235
| – | – | 0.07% | 182 |
|
|
2014
Q2 | $150K | Hold |
1,235
| – | – | 0.07% | 181 |
|
|
2014
Q1 | $149K | Buy |
1,235
+495
| +67% | +$59.7K | 0.07% | 181 |
|
|
2013
Q4 | $89K | Buy |
740
+85
| +13% | +$10.2K | 0.04% | 210 |
|
|
2013
Q3 | $79K | Hold |
655
| – | – | 0.04% | 213 |
|
|
2013
Q2 | $79K | Buy |
+655
| New | +$79K | 0.04% | 206 |
|