MAI Capital Management’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
$9.08M Sell
76,256
-3,880
-5% -$462K 0.06% 249
2025
Q1
$9.47M Sell
80,136
-2,347
-3% -$277K 0.07% 228
2024
Q4
$9.53M Buy
+82,483
New +$9.53M 0.07% 227