Lido Advisors’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 | $21.3M | Sell |
178,606
-58,915
| -25% | -$7.02M | 0.08% | 136 |
|
|
2025
Q1 | $28.1M | Sell |
237,521
-82,573
| -26% | -$9.75M | 0.13% | 94 |
|
|
2024
Q4 | $37M | Buy |
320,094
+307,602
| +2,462% | +$35.5M | 0.17% | 70 |
|
|
2024
Q3 | $1.49M | Sell |
12,492
-4,039
| -24% | -$483K | 0.01% | 516 |
|
|
2024
Q2 | $1.91M | Buy |
16,531
+4,482
| +37% | +$518K | 0.01% | 432 |
|
|
2024
Q1 | $1.4M | Buy |
12,049
+3,048
| +34% | +$353K | 0.01% | 496 |
|
|
2023
Q4 | $1.05M | Sell |
9,001
-7,183
| -44% | -$841K | 0.01% | 548 |
|
|
2023
Q3 | $1.83M | Sell |
16,184
-6,716
| -29% | -$760K | 0.01% | 372 |
|
|
2023
Q2 | $2.64M | Sell |
22,900
-4,112
| -15% | -$474K | 0.02% | 301 |
|
|
2023
Q1 | $0 | Buy |
27,012
+23,561
| +683% | – | ﹤0.01% | 1017 |
|
|
2022
Q4 | $397K | Sell |
3,451
-205
| -6% | -$23.6K | ﹤0.01% | 619 |
|
|
2022
Q3 | $417K | Sell |
3,656
-30,834
| -89% | -$3.52M | 0.01% | 538 |
|
|
2022
Q2 | $4.12M | Sell |
34,490
-571
| -2% | -$68.1K | 0.05% | 132 |
|
|
2022
Q1 | $4.28M | Buy |
35,061
+33,286
| +1,875% | +$4.06M | 0.05% | 146 |
|
|
2021
Q4 | $228K | Sell |
1,775
-76
| -4% | -$9.76K | ﹤0.01% | 807 |
|
|
2021
Q3 | $240K | Sell |
1,851
-83
| -4% | -$10.8K | ﹤0.01% | 726 |
|
|
2021
Q2 | $252K | Sell |
1,934
-211
| -10% | -$27.5K | ﹤0.01% | 680 |
|
|
2021
Q1 | $279K | Buy |
2,145
+65
| +3% | +$8.46K | ﹤0.01% | 606 |
|
|
2020
Q4 | $276K | Buy |
2,080
+40
| +2% | +$5.31K | 0.01% | 576 |
|
|
2020
Q3 | $273K | Sell |
2,040
-40
| -2% | -$5.35K | 0.01% | 448 |
|
|
2020
Q2 | $278K | Buy |
2,080
+526
| +34% | +$70.3K | 0.01% | 405 |
|
|
2020
Q1 | $207K | Sell |
1,554
-558
| -26% | -$74.3K | 0.01% | 451 |
|
|
2019
Q4 | $266K | Buy |
+2,112
| New | +$266K | 0.01% | 484 |
|