Mechanics Bank - Trust Department’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 | $619K | Buy |
5,200
+2,200
| +73% | +$262K | 0.09% | 142 |
|
2025
Q1 | $354K | Hold |
3,000
| – | – | 0.05% | 178 |
|
2024
Q4 | $347K | Sell |
3,000
-1,000
| -25% | -$116K | 0.05% | 176 |
|
2024
Q3 | $478K | Buy |
+4,000
| New | +$478K | 0.06% | 158 |
|
2018
Q4 | – | Sell |
-2,570
| Closed | -$306K | – | 155 |
|
2018
Q3 | $306K | Hold |
2,570
| – | – | 0.07% | 138 |
|
2018
Q2 | $309K | Buy |
+2,570
| New | +$309K | 0.07% | 138 |
|