Leavell Investment 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 | $16.2M | Sell |
135,652
-45,369
| -25% | -$5.4M | 0.72% | 29 |
|
|
2025
Q1 | $21.4M | Buy |
181,021
+7,186
| +4% | +$849K | 1.06% | 17 |
|
|
2024
Q4 | $20.1M | Buy |
173,835
+25,152
| +17% | +$2.91M | 0.98% | 18 |
|
|
2024
Q3 | $17.8M | Buy |
148,683
+12,114
| +9% | +$1.45M | 0.89% | 20 |
|
|
2024
Q2 | $15.8M | Buy |
136,569
+2,023
| +2% | +$234K | 0.87% | 19 |
|
|
2024
Q1 | $15.6M | Buy |
134,546
+19,105
| +17% | +$2.21M | 0.9% | 19 |
|
|
2023
Q4 | $13.5M | Buy |
115,441
+35,231
| +44% | +$4.13M | 0.86% | 23 |
|
|
2023
Q3 | $9.08M | Buy |
80,210
+9,503
| +13% | +$1.08M | 0.63% | 43 |
|
|
2023
Q2 | $8.15M | Buy |
70,707
+17,048
| +32% | +$1.97M | 0.55% | 48 |
|
|
2023
Q1 | $6.31M | Buy |
+53,659
| New | +$6.31M | 0.45% | 61 |
|