L.M. Kohn & Company’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 | – | Sell |
-3,419
| Closed | -$404K | – | 285 |
|
|
2025
Q1 | $404K | Sell |
3,419
-460
| -12% | -$54.3K | 0.11% | 163 |
|
|
2024
Q4 | $448K | Buy |
+3,879
| New | +$448K | 0.12% | 144 |
|
|
2023
Q2 | – | Sell |
-3,927
| Closed | -$462K | – | 243 |
|
|
2023
Q1 | $462K | Buy |
3,927
+1,082
| +38% | +$127K | 0.19% | 122 |
|
|
2022
Q4 | $327K | Buy |
+2,845
| New | +$327K | 0.15% | 144 |
|