J.W. Coons Advisors’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 | $1.2M | Buy |
10,050
+130
| +1% | +$15.5K | 0.27% | 83 |
|
|
2025
Q1 | $1.17M | Sell |
9,920
-450
| -4% | -$53.2K | 0.31% | 82 |
|
|
2024
Q4 | $1.2M | Sell |
10,370
-265
| -2% | -$30.6K | 0.31% | 76 |
|
|
2024
Q3 | $1.27M | Buy |
10,635
+325
| +3% | +$38.9K | 0.32% | 78 |
|
|
2024
Q2 | $1.19M | Buy |
10,310
+20
| +0.2% | +$2.31K | 0.29% | 76 |
|
|
2024
Q1 | $1.19M | Buy |
10,290
+300
| +3% | +$34.7K | 0.27% | 76 |
|
|
2023
Q4 | $1.17M | Sell |
9,990
-2,450
| -20% | -$287K | 0.32% | 76 |
|
|
2023
Q3 | $1.41M | Buy |
12,440
+1,095
| +10% | +$124K | 0.41% | 59 |
|
|
2023
Q2 | $1.31M | Buy |
11,345
+350
| +3% | +$40.3K | 0.36% | 69 |
|
|
2023
Q1 | $1.29M | Buy |
10,995
+445
| +4% | +$52.4K | 0.37% | 68 |
|
|
2022
Q4 | $1.21M | Buy |
10,550
+188
| +2% | +$21.6K | 0.36% | 69 |
|
|
2022
Q3 | $1.18M | Buy |
10,362
+757
| +8% | +$86.5K | 0.45% | 62 |
|
|
2022
Q2 | $1.15M | Buy |
9,605
+2,300
| +31% | +$275K | 0.41% | 66 |
|
|
2022
Q1 | $892K | Hold |
7,305
| – | – | 0.27% | 98 |
|
|
2021
Q4 | $939K | Buy |
7,305
+275
| +4% | +$35.3K | 0.28% | 94 |
|
|
2021
Q3 | $918K | Sell |
7,030
-135
| -2% | -$17.6K | 0.31% | 81 |
|
|
2021
Q2 | $937K | Sell |
7,165
-539
| -7% | -$70.5K | 0.33% | 79 |
|
|
2021
Q1 | $999K | Buy |
7,704
+560
| +8% | +$72.6K | 0.36% | 79 |
|
|
2020
Q4 | $949K | Buy |
7,144
+350
| +5% | +$46.5K | 0.36% | 76 |
|
|
2020
Q3 | $904K | Buy |
6,794
+575
| +9% | +$76.5K | 0.38% | 76 |
|
|
2020
Q2 | $828K | Sell |
6,219
-30
| -0.5% | -$3.99K | 0.37% | 76 |
|
|
2020
Q1 | $832K | Buy |
+6,249
| New | +$832K | 0.44% | 66 |
|