New Potomac Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$4.84M Buy
40,473
+3,161
+8% +$374K 2.49% 6
2024
Q2
$4.31M Buy
37,312
+1,234
+3% +$141K 2.36% 8
2024
Q1
$4.18M Buy
36,078
+5,549
+18% +$644K 2.32% 8
2023
Q4
$3.58M Buy
30,529
+2,330
+8% +$266K 2.13% 11
2023
Q3
$3.19M Buy
28,199
+2,589
+10% +$296K 2.2% 12
2023
Q2
$2.95M Buy
25,610
+1,951
+8% +$228K 1.95% 13
2023
Q1
$2.78M Buy
23,659
+963
+4% +$112K 1.93% 17
2022
Q4
$2.61M Buy
22,696
+1,701
+8% +$195K 1.93% 18
2022
Q3
$2.4M Buy
+20,995
New +$2.49M 2.03% 16

Other funds holding IEI