Mutual 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 | $692K | Buy |
5,850
+699
| +14% | +$82.7K | 0.02% | 645 |
|
|
2025
Q1 | $610K | Buy |
+5,151
| New | +$610K | 0.02% | 631 |
|
|
2024
Q3 | – | Sell |
-5,749
| Closed | -$672K | – | 1134 |
|
|
2024
Q2 | $672K | Buy |
5,749
+162
| +3% | +$18.9K | 0.02% | 607 |
|
|
2024
Q1 | $647K | Sell |
5,587
-586
| -9% | -$67.9K | 0.02% | 609 |
|
|
2023
Q4 | $723K | Buy |
6,173
+1,170
| +23% | +$137K | 0.03% | 545 |
|
|
2023
Q3 | $566K | Sell |
5,003
-251
| -5% | -$28.4K | 0.02% | 585 |
|
|
2023
Q2 | $606K | Buy |
5,254
+59
| +1% | +$6.8K | 0.02% | 577 |
|
|
2023
Q1 | $611K | Sell |
5,195
-1,820
| -26% | -$214K | 0.03% | 564 |
|
|
2022
Q4 | $806K | Sell |
7,015
-6
| -0.1% | -$689 | 0.04% | 472 |
|
|
2022
Q3 | $802K | Sell |
7,021
-826
| -11% | -$94.4K | 0.04% | 430 |
|
|
2022
Q2 | $936K | Sell |
7,847
-739
| -9% | -$88.1K | 0.06% | 355 |
|
|
2022
Q1 | $1.05M | Sell |
8,586
-1,113
| -11% | -$136K | 0.06% | 363 |
|
|
2021
Q4 | $1.25M | Sell |
9,699
-2,426
| -20% | -$312K | 0.07% | 332 |
|
|
2021
Q3 | $1.58M | Buy |
12,125
+294
| +2% | +$38.3K | 0.09% | 259 |
|
|
2021
Q2 | $1.54M | Sell |
11,831
-7,857
| -40% | -$1.03M | 0.09% | 270 |
|
|
2021
Q1 | $2.56M | Buy |
19,688
+8,912
| +83% | +$1.16M | 0.17% | 145 |
|
|
2020
Q4 | $1.43M | Sell |
10,776
-6,009
| -36% | -$799K | 0.11% | 227 |
|
|
2020
Q3 | $2.24M | Buy |
+16,785
| New | +$2.24M | 0.19% | 123 |
|
|
2020
Q2 | – | Sell |
-2,178
| Closed | -$290K | – | 660 |
|
|
2020
Q1 | $290K | Buy |
2,178
+99
| +5% | +$13.2K | 0.04% | 400 |
|
|
2019
Q4 | $261K | Buy |
2,079
+342
| +20% | +$42.9K | 0.03% | 497 |
|
|
2019
Q3 | $220K | Sell |
1,737
-13
| -0.7% | -$1.65K | 0.03% | 483 |
|
|
2019
Q2 | $220K | Buy |
+1,750
| New | +$220K | 0.03% | 503 |
|