Hilton Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15M Sell
2025
Q1
$24.2M Buy
2024
Q4
$15M Sell
2024
Q3
$19.8M Buy
2024
Q2
$18.4M Sell
2024
Q1
$25.1M Sell
2023
Q4
$44.5M Sell
2023
Q3
$53.6M Sell
2023
Q2
$64.9M Buy
2023
Q1
Sell
2022
Q4
$511K Hold
2022
Q3
$511K Sell
2022
Q2
$72.8M Buy
2022
Q1
$64.1M Buy