IFG Advisory’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 | $944K | Buy |
7,930
+319
| +4% | +$38K | 0.05% | 354 |
|
|
2025
Q1 | $899K | Buy |
7,611
+32
| +0.4% | +$3.78K | 0.05% | 339 |
|
|
2024
Q4 | $876K | Buy |
+7,579
| New | +$876K | 0.05% | 321 |
|
|
2024
Q3 | – | Sell |
-7,240
| Closed | -$836K | – | 489 |
|
|
2024
Q2 | $836K | Buy |
+7,240
| New | +$836K | 0.05% | 311 |
|
|
2024
Q1 | – | Sell |
-6,386
| Closed | -$748K | – | 461 |
|
|
2023
Q4 | $748K | Buy |
+6,386
| New | +$748K | 0.05% | 297 |
|
|
2023
Q1 | – | Sell |
-2,543
| Closed | -$292K | – | 515 |
|
|
2022
Q4 | $292K | Sell |
2,543
-4,093
| -62% | -$470K | 0.03% | 405 |
|
|
2022
Q3 | $758K | Buy |
6,636
+1,816
| +38% | +$207K | 0.07% | 251 |
|
|
2022
Q2 | $575K | Buy |
4,820
+207
| +4% | +$24.7K | 0.06% | 270 |
|
|
2022
Q1 | $563K | Buy |
+4,613
| New | +$563K | 0.06% | 287 |
|