My Personal CFO LLC’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 | $250K | Hold |
2,096
| – | – | 0.11% | 83 |
|
|
2025
Q1 | $248K | Hold |
2,096
| – | – | 0.12% | 80 |
|
|
2024
Q4 | $242K | Hold |
2,096
| – | – | 0.12% | 83 |
|
|
2024
Q3 | $251K | Hold |
2,096
| – | – | 0.14% | 80 |
|
|
2024
Q2 | $242K | Hold |
2,096
| – | – | 0.13% | 96 |
|
|
2024
Q1 | $243K | Hold |
2,096
| – | – | 0.14% | 91 |
|
|
2023
Q4 | $246K | Hold |
2,096
| – | – | 0.16% | 83 |
|
|
2023
Q3 | $237K | Hold |
2,096
| – | – | 0.19% | 74 |
|
|
2023
Q2 | $242K | Hold |
2,096
| – | – | 0.19% | 77 |
|
|
2023
Q1 | $247K | Buy |
2,096
+2,094
| +104,700% | +$246K | 0.21% | 65 |
|
|
2022
Q4 | $241K | Hold |
2
| – | – | 0.22% | 61 |
|
|
2022
Q3 | $236K | Sell |
2
-2,094
| -100% | -$247M | 0.36% | 52 |
|
|
2022
Q2 | $250K | Hold |
2,096
| – | – | 0.32% | 51 |
|
|
2022
Q1 | $256K | Sell |
2,096
-4,000
| -66% | -$489K | 0.26% | 48 |
|
|
2021
Q4 | $784K | Buy |
+6,096
| New | +$784K | 0.68% | 31 |
|