New Century Financial Group’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 | – | Sell |
-4,040
| Closed | -$477K | – | 128 |
|
|
2025
Q1 | $477K | Sell |
4,040
-2,517
| -38% | -$297K | 0.55% | 64 |
|
|
2024
Q4 | $757K | Sell |
6,557
-3,591
| -35% | -$414K | 0.32% | 89 |
|
|
2024
Q3 | $1.21M | Buy |
10,148
+5,583
| +122% | +$668K | 0.45% | 53 |
|
|
2024
Q2 | $527K | Sell |
4,565
-4,704
| -51% | -$543K | 0.22% | 129 |
|
|
2024
Q1 | $1.07M | Buy |
9,269
+2,161
| +30% | +$250K | 0.74% | 45 |
|
|
2023
Q4 | $833K | Buy |
+7,108
| New | +$833K | 0.72% | 41 |
|