LP
LGL Partners’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
Q1 | – | Sell |
-9,131
| Closed | -$1.06M | – | 80 |
|
|
2024
Q4 | $1.06M | Buy |
9,131
+99
| +1% | +$11.4K | 0.15% | 44 |
|
|
2024
Q3 | $1.08M | Sell |
9,032
-5,529
| -38% | -$661K | 0.15% | 41 |
|
|
2024
Q2 | $1.68M | Buy |
14,561
+114
| +0.8% | +$13.2K | 0.25% | 34 |
|
|
2024
Q1 | $1.67M | Buy |
14,447
+69
| +0.5% | +$7.99K | 0.28% | 32 |
|
|
2023
Q4 | $1.68M | Buy |
14,378
+135
| +0.9% | +$15.8K | 0.23% | 33 |
|
|
2023
Q3 | $1.61M | Buy |
14,243
+85
| +0.6% | +$9.62K | 0.28% | 30 |
|
|
2023
Q2 | $1.63M | Sell |
14,158
-89,021
| -86% | -$10.3M | 0.28% | 29 |
|
|
2023
Q1 | $12.1M | Buy |
103,179
+333
| +0.3% | +$39.2K | 2.08% | 12 |
|
|
2022
Q4 | $11.8M | Buy |
102,846
+633
| +0.6% | +$72.7K | 2.14% | 11 |
|
|
2022
Q3 | $11.7M | Buy |
102,213
+356
| +0.3% | +$40.7K | 2.43% | 10 |
|
|
2022
Q2 | $12.2M | Buy |
101,857
+248
| +0.2% | +$29.6K | 1.97% | 14 |
|
|
2022
Q1 | $12.4M | Sell |
101,609
-151,571
| -60% | -$18.5M | 1.66% | 17 |
|
|
2021
Q4 | $32.6M | Buy |
+253,180
| New | +$32.6M | 3.87% | 11 |
|
|
2016
Q1 | – | Sell |
-2,514
| Closed | -$308K | – | 105 |
|
|
2015
Q4 | $308K | Buy |
+2,514
| New | +$308K | 0.17% | 70 |
|