Legacy Capital Group California’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 | $315K | Sell |
2,641
-367
| -12% | -$43.7K | 0.09% | 254 |
|
|
2025
Q1 | $355K | Buy |
3,008
+704
| +31% | +$83.2K | 0.12% | 200 |
|
|
2024
Q4 | $266K | Sell |
2,304
-681
| -23% | -$78.7K | 0.08% | 264 |
|
|
2024
Q3 | $357K | Buy |
2,985
+955
| +47% | +$114K | 0.12% | 201 |
|
|
2024
Q2 | $234K | Sell |
2,030
-242
| -11% | -$27.9K | 0.08% | 274 |
|
|
2024
Q1 | $263K | Sell |
2,272
-139
| -6% | -$16.1K | 0.1% | 244 |
|
|
2023
Q4 | $282K | Sell |
2,411
-378
| -14% | -$44.3K | 0.11% | 229 |
|
|
2023
Q3 | $316K | Sell |
2,789
-6
| -0.2% | -$679 | 0.14% | 206 |
|
|
2023
Q2 | $322K | Buy |
2,795
+756
| +37% | +$87.1K | 0.13% | 203 |
|
|
2023
Q1 | $240K | Buy |
+2,039
| New | +$240K | 0.12% | 214 |
|