Morton Brown Family Wealth’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 | $118K | Hold |
994
| – | – | 0.04% | 81 |
|
|
2025
Q1 | $117K | Sell |
994
-823
| -45% | -$97.2K | 0.04% | 76 |
|
|
2024
Q4 | $210K | Sell |
1,817
-10
| -0.5% | -$1.16K | 0.07% | 59 |
|
|
2024
Q3 | $219K | Hold |
1,827
| – | – | 0.08% | 52 |
|
|
2024
Q2 | $213K | Sell |
1,827
-1,188
| -39% | -$139K | 0.08% | 55 |
|
|
2024
Q1 | $349K | Buy |
3,015
+846
| +39% | +$98K | 0.14% | 39 |
|
|
2023
Q4 | $254K | Buy |
2,169
+238
| +12% | +$27.9K | 0.11% | 44 |
|
|
2023
Q3 | $219K | Sell |
1,931
-626
| -24% | -$70.8K | 0.11% | 41 |
|
|
2023
Q2 | $295K | Sell |
2,557
-26
| -1% | -$3K | 0.16% | 41 |
|
|
2023
Q1 | $304K | Buy |
2,583
+111
| +4% | +$13.1K | 0.18% | 41 |
|
|
2022
Q4 | $284K | Buy |
+2,472
| New | +$284K | 0.19% | 39 |
|