LPT
Legacy Private Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
16,873
-1,732
| -9% | -$206K | 0.13% | 117 |
|
|
2025
Q1 | $2.2M | Buy |
18,605
+1,222
| +7% | +$144K | 0.15% | 107 |
|
|
2024
Q4 | $2.01M | Sell |
17,383
-1,176
| -6% | -$136K | 0.13% | 119 |
|
|
2024
Q3 | $2.22M | Buy |
18,559
+765
| +4% | +$91.5K | 0.15% | 113 |
|
|
2024
Q2 | $2.05M | Hold |
17,794
| – | – | 0.15% | 112 |
|
|
2024
Q1 | $2.06M | Buy |
17,794
+3,871
| +28% | +$448K | 0.15% | 112 |
|
|
2023
Q4 | $1.63M | Buy |
13,923
+11,421
| +456% | +$1.34M | 0.13% | 121 |
|
|
2023
Q3 | $283K | Buy |
+2,502
| New | +$283K | 0.02% | 207 |
|
|
2018
Q4 | – | Sell |
-3,105
| Closed | -$370K | – | 228 |
|
|
2018
Q3 | $370K | Hold |
3,105
| – | – | 0.04% | 186 |
|
|
2018
Q2 | $373K | Sell |
3,105
-415
| -12% | -$49.9K | 0.04% | 186 |
|
|
2018
Q1 | $425K | Buy |
+3,520
| New | +$425K | 0.05% | 183 |
|
|
2013
Q4 | – | Sell |
-3,292
| Closed | -$400K | – | 209 |
|
|
2013
Q3 | $400K | Buy |
+3,292
| New | +$400K | 0.08% | 134 |
|