Kovitz Investment Group Partners’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 | $69.4M | Buy |
582,634
+108,795
| +23% | +$13M | 0.3% | 76 |
|
|
2025
Q1 | $56M | Buy |
473,839
+110,377
| +30% | +$13M | 0.28% | 82 |
|
|
2024
Q4 | $42.1M | Sell |
363,462
-134,284
| -27% | -$15.5M | 0.21% | 100 |
|
|
2024
Q3 | $59.6M | Buy |
497,746
+212,472
| +74% | +$25.4M | 0.42% | 57 |
|
|
2024
Q2 | $33M | Buy |
285,274
+281,232
| +6,958% | +$32.5M | 0.28% | 63 |
|
|
2024
Q1 | $468K | Buy |
+4,042
| New | +$468K | 0.01% | 511 |
|