IPG Investment Advisors’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
2024 Q1	–	Sell	-19,590	Closed	-$2.29M	–	189
2023 Q4	$2.29M	Buy	+19,590	New	+$2.24M	0.46%	50
2020 Q2	–	Sell	-2,037	Closed	-$272K	–	142
2020 Q1	$272K	Buy	2,037 +6	+0.3%	+$773	0.11%	93
2019 Q4	$255K	Buy	2,031 +12	+0.6%	+$1.51K	0.08%	111
2019 Q3	$256K	Buy	2,019 +10	+0.5%	+$1.26K	0.09%	100
2019 Q2	$253K	Buy	2,009 +11	+0.6%	+$1.36K	0.09%	112
2019 Q1	$246K	Sell	1,998 -208	-9%	-$25.3K	0.08%	123
2018 Q4	$268K	Buy	2,206 +16	+0.7%	+$1.91K	0.1%	109
2018 Q3	$261K	Buy	2,190 +11	+0.5%	+$1.32K	0.08%	138
2018 Q2	$261K	Sell	2,179 -2,628	-55%	-$314K	0.09%	125
2018 Q1	$580K	Sell	4,807 -2,510	-34%	-$303K	0.19%	71
2017 Q4	$894K	Buy	7,317 +39	+0.5%	+$4.79K	0.37%	44
2017 Q3	$899K	Sell	7,278 -720	-9%	-$89.3K	0.31%	50
2017 Q2	$988K	Sell	7,998 -710	-8%	-$87.9K	0.4%	43
2017 Q1	$1.07M	Buy	8,708 +40	+0.5%	+$4.91K	0.48%	39
2016 Q4	$1.06M	Buy	8,668 +20	+0.2%	+$2.48K	0.43%	48
2016 Q3	$1.09M	Buy	+8,648	New	+$1.1M	0.46%	40