Idaho Trust Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,584
| Closed | -$1.03M | – | 79 |
|
|
2024
Q3 | $1.03M | Sell |
8,584
-292
| -3% | -$34.9K | 0.5% | 47 |
|
|
2024
Q2 | $1.02M | Buy |
+8,876
| New | +$1.02M | 0.52% | 47 |
|
|
2024
Q1 | – | Sell |
-3,829
| Closed | -$448K | – | 125 |
|
|
2023
Q4 | $448K | Sell |
3,829
-2,902
| -43% | -$340K | 0.26% | 60 |
|
|
2023
Q3 | $762K | Sell |
6,731
-2,790
| -29% | -$316K | 0.5% | 47 |
|
|
2023
Q2 | $1.1M | Buy |
+9,521
| New | +$1.1M | 0.69% | 38 |
|