Kathleen S. Wright Associates’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 | $476K | Sell |
4,000
-30
| -0.7% | -$3.57K | 0.19% | 77 |
|
|
2025
Q1 | $476K | Hold |
4,030
| – | – | 0.2% | 78 |
|
|
2024
Q4 | $466K | Hold |
4,030
| – | – | 0.19% | 80 |
|
|
2024
Q3 | $482K | Buy |
4,030
+70
| +2% | +$8.37K | 0.2% | 75 |
|
|
2024
Q2 | $457K | Sell |
3,960
-434
| -10% | -$50.1K | 0.21% | 74 |
|
|
2024
Q1 | $509K | Sell |
4,394
-360
| -8% | -$41.7K | 0.24% | 70 |
|
|
2023
Q4 | $557K | Sell |
4,754
-4,124
| -46% | -$483K | 0.28% | 63 |
|
|
2023
Q3 | $1M | Sell |
8,878
-437
| -5% | -$49.5K | 0.56% | 43 |
|
|
2023
Q2 | $1.07M | Sell |
9,315
-1,240
| -12% | -$143K | 0.68% | 39 |
|
|
2023
Q1 | $1.24M | Sell |
10,555
-86
| -0.8% | -$10.1K | 0.82% | 32 |
|
|
2022
Q4 | $1.22M | Buy |
10,641
+2,779
| +35% | +$319K | 0.83% | 34 |
|
|
2022
Q3 | $898K | Buy |
7,862
+1,840
| +31% | +$210K | 0.73% | 38 |
|
|
2022
Q2 | $719K | Buy |
6,022
+85
| +1% | +$10.1K | 0.61% | 42 |
|
|
2022
Q1 | $725K | Buy |
5,937
+153
| +3% | +$18.7K | 0.53% | 45 |
|
|
2021
Q4 | $744K | Buy |
+5,784
| New | +$744K | 0.55% | 47 |
|