Lake Hills Wealth Management’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 | $5.37M | Buy |
45,123
+1,850
| +4% | +$220K | 3.08% | 13 |
|
|
2025
Q1 | $5.11M | Sell |
43,273
-4,558
| -10% | -$538K | 3.53% | 13 |
|
|
2024
Q4 | $5.53M | Sell |
47,831
-1,634
| -3% | -$189K | 3.77% | 7 |
|
|
2024
Q3 | $5.92M | Buy |
49,465
+1,106
| +2% | +$132K | 3.96% | 8 |
|
|
2024
Q2 | $5.58M | Buy |
48,359
+32,012
| +196% | +$3.7M | 4.01% | 8 |
|
|
2024
Q1 | $1.89M | Buy |
16,347
+13,328
| +441% | +$1.54M | 1.7% | 24 |
|
|
2023
Q4 | $354K | Sell |
3,019
-108
| -3% | -$12.7K | 0.35% | 30 |
|
|
2023
Q3 | $354K | Hold |
3,127
| – | – | 0.36% | 27 |
|
|
2023
Q2 | $360K | Sell |
3,127
-30,276
| -91% | -$3.49M | 0.39% | 32 |
|
|
2023
Q1 | $3.93M | Buy |
33,403
+26,624
| +393% | +$3.13M | 4.1% | 9 |
|
|
2022
Q4 | $779K | Buy |
+6,779
| New | +$779K | 0.78% | 31 |
|