HUB Investment Partners’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 | $295K | Buy |
2,476
+506
| +26% | +$60.3K | 0.01% | 473 |
|
|
2025
Q1 | $233K | Sell |
1,970
-279
| -12% | -$33K | 0.01% | 473 |
|
|
2024
Q4 | $260K | Buy |
2,249
+228
| +11% | +$26.3K | 0.01% | 428 |
|
|
2024
Q3 | $242K | Sell |
2,021
-246
| -11% | -$29.4K | 0.01% | 432 |
|
|
2024
Q2 | $262K | Sell |
2,267
-21
| -0.9% | -$2.43K | 0.01% | 375 |
|
|
2024
Q1 | $265K | Buy |
2,288
+21
| +0.9% | +$2.43K | 0.01% | 374 |
|
|
2023
Q4 | $266K | Buy |
2,267
+326
| +17% | +$38.2K | 0.02% | 333 |
|
|
2023
Q3 | $220K | Hold |
1,941
| – | – | 0.03% | 225 |
|
|
2023
Q2 | $224K | Sell |
1,941
-3
| -0.2% | -$346 | 0.04% | 222 |
|
|
2023
Q1 | $229K | Hold |
1,944
| – | – | 0.05% | 187 |
|
|
2022
Q4 | $223K | Buy |
+1,944
| New | +$223K | 0.05% | 106 |
|