LFAS
Level Four Advisory Services’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 | $930K | Sell |
7,811
-582
| -7% | -$69.3K | 0.03% | 399 |
|
|
2025
Q1 | $992K | Buy |
+8,393
| New | +$992K | 0.04% | 346 |
|
|
2024
Q4 | – | Sell |
-3,614
| Closed | -$422K | – | 775 |
|
|
2024
Q3 | $422K | Sell |
3,614
-235
| -6% | -$27.4K | 0.02% | 547 |
|
|
2024
Q2 | $445K | Buy |
3,849
+1,093
| +40% | +$126K | 0.02% | 515 |
|
|
2024
Q1 | $323K | Hold |
2,756
| – | – | 0.02% | 588 |
|
|
2023
Q4 | $323K | Buy |
2,756
+805
| +41% | +$94.3K | 0.02% | 587 |
|
|
2023
Q3 | $221K | Sell |
1,951
-396
| -17% | -$44.8K | 0.01% | 660 |
|
|
2023
Q2 | $270K | Sell |
2,347
-24,249
| -91% | -$2.79M | 0.02% | 647 |
|
|
2023
Q1 | $3.13M | Sell |
26,596
-2,083
| -7% | -$245K | 0.21% | 121 |
|
|
2022
Q4 | $3.29M | Buy |
+28,679
| New | +$3.29M | 0.24% | 96 |
|
|
2020
Q3 | – | Sell |
-1,560
| Closed | -$206K | – | 562 |
|
|
2020
Q2 | $206K | Buy |
+1,560
| New | +$206K | 0.02% | 529 |
|