HM Payson & Co’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
Q3 | $11.7M | Buy |
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|
2025
Q2 | $10.9M | Buy |
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|
2025
Q1 | $8.38M | Hold |
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|
2024
Q4 | $8.19M | Hold |
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|
2024
Q3 | $8.48M | Buy |
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|
2024
Q2 | $6.22M | Hold |
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|
2024
Q1 | $6.24M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $45K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $798K | Hold |
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|
2020
Q3 | $802K | Hold |
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|
2020
Q2 | $802K | Sell |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $1.54M | Buy |
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|
2019
Q3 | $1.54M | Buy |
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|
2019
Q2 | $1.51M | Hold |
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|
2019
Q1 | $1.48M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.56M | Buy |
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|
2016
Q3 | $2.08M | Sell |
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|
2016
Q2 | $2.22M | Hold |
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|
2016
Q1 | $2.2M | Hold |
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|
2015
Q4 | $2.14M | Hold |
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|
2015
Q3 | $2.17M | Buy |
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|
2015
Q2 | $2.02M | Hold |
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|
2015
Q1 | $2.04M | Hold |
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|
2014
Q4 | $2.01M | Hold |
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|
2014
Q3 | $1.99M | Hold |
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|
2014
Q2 | $2M | Buy |
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