Money Concepts Capital’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 | $1.75M | Sell |
14,697
-1,682
| -10% | -$200K | 0.12% | 168 |
|
|
2025
Q1 | $1.93M | Buy |
16,379
+1,288
| +9% | +$152K | 0.14% | 149 |
|
|
2024
Q4 | $1.74M | Buy |
15,091
+910
| +6% | +$105K | 0.13% | 158 |
|
|
2024
Q3 | $1.7M | Buy |
+14,181
| New | +$1.7M | 0.13% | 158 |
|
|
2024
Q2 | – | Sell |
-7,181
| Closed | -$832K | – | 388 |
|
|
2024
Q1 | $832K | Buy |
7,181
+273
| +4% | +$31.6K | 0.08% | 222 |
|
|
2023
Q4 | $809K | Sell |
6,908
-3,348
| -33% | -$392K | 0.08% | 219 |
|
|
2023
Q3 | $1.16M | Sell |
10,256
-11,265
| -52% | -$1.27M | 0.12% | 183 |
|
|
2023
Q2 | $2.48M | Sell |
21,521
-113,337
| -84% | -$13.1M | 0.25% | 115 |
|
|
2023
Q1 | $1.74M | Buy |
134,858
+120,100
| +814% | +$1.55M | 0.1% | 161 |
|
|
2022
Q4 | $1.7M | Buy |
14,758
+4,611
| +45% | +$530K | 0.08% | 205 |
|
|
2022
Q3 | $1.16M | Buy |
10,147
+8,603
| +557% | +$983K | 0.07% | 217 |
|
|
2022
Q2 | $186K | Sell |
1,544
-650
| -30% | -$78.3K | 0.02% | 432 |
|
|
2022
Q1 | $268K | Sell |
2,194
-361
| -14% | -$44.1K | 0.02% | 611 |
|
|
2021
Q4 | $329K | Buy |
+2,555
| New | +$329K | 0.03% | 381 |
|
|
2021
Q1 | $963K | Buy |
7,414
+824
| +13% | +$107K | 0.08% | 217 |
|
|
2020
Q4 | $876K | Buy |
+6,590
| New | +$876K | 0.08% | 204 |
|