Larson Financial Group’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
Q1 | – | Sell |
-43
| Closed | -$4.97K | – | 3116 |
|
|
2024
Q4 | $4.97K | Sell |
43
-306
| -88% | -$35.4K | ﹤0.01% | 1664 |
|
|
2024
Q3 | $41.7K | Sell |
349
-150
| -30% | -$17.9K | ﹤0.01% | 951 |
|
|
2024
Q2 | $57.6K | Buy |
+499
| New | +$57.6K | ﹤0.01% | 775 |
|
|
2024
Q1 | – | Sell |
-60
| Closed | -$7.04K | – | 1769 |
|
|
2023
Q4 | $7.04K | Sell |
60
-41
| -41% | -$4.81K | ﹤0.01% | 1102 |
|
|
2023
Q3 | $11.4K | Buy |
101
+41
| +68% | +$4.64K | ﹤0.01% | 959 |
|
|
2023
Q2 | $6.92K | Hold |
60
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q1 | $7.07K | Hold |
60
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q4 | $6.9K | Buy |
60
+5
| +9% | +$575 | ﹤0.01% | 963 |
|
|
2022
Q3 | $6K | Sell |
55
-83
| -60% | -$9.06K | ﹤0.01% | 917 |
|
|
2022
Q2 | $16K | Buy |
138
+44
| +47% | +$5.1K | ﹤0.01% | 598 |
|
|
2022
Q1 | $12K | Buy |
94
+4
| +4% | +$511 | ﹤0.01% | 621 |
|
|
2021
Q4 | $12K | Buy |
90
+1
| +1% | +$133 | ﹤0.01% | 636 |
|
|
2021
Q3 | $12K | Buy |
89
+34
| +62% | +$4.58K | ﹤0.01% | 554 |
|
|
2021
Q2 | $7K | Sell |
55
-219
| -80% | -$27.9K | ﹤0.01% | 605 |
|
|
2021
Q1 | $36K | Sell |
274
-33
| -11% | -$4.34K | 0.01% | 306 |
|
|
2020
Q4 | $41K | Buy |
307
+5
| +2% | +$668 | 0.01% | 246 |
|
|
2020
Q3 | $40K | Buy |
302
+57
| +23% | +$7.55K | 0.02% | 235 |
|
|
2020
Q2 | $33K | Buy |
245
+3
| +1% | +$404 | 0.02% | 229 |
|
|
2020
Q1 | $32K | Sell |
242
-2
| -0.8% | -$264 | 0.02% | 186 |
|
|
2019
Q4 | $31K | Buy |
244
+91
| +59% | +$11.6K | 0.02% | 183 |
|
|
2019
Q3 | $19K | Hold |
153
| – | – | 0.01% | 226 |
|
|
2019
Q2 | $19K | Buy |
153
+10
| +7% | +$1.24K | 0.01% | 191 |
|
|
2019
Q1 | $18K | Sell |
143
-56
| -28% | -$7.05K | 0.01% | 185 |
|
|
2018
Q4 | $24K | Buy |
+199
| New | +$24K | 0.02% | 146 |
|