NorthRock Partners’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 | $248K | Sell |
2,082
-363
| -15% | -$43.2K | 0.01% | 583 |
|
|
2025
Q1 | $289K | Sell |
2,445
-3,135
| -56% | -$370K | 0.01% | 474 |
|
|
2024
Q4 | $645K | Sell |
5,580
-1,150
| -17% | -$133K | 0.02% | 286 |
|
|
2024
Q3 | $805K | Buy |
6,730
+54
| +0.8% | +$6.46K | 0.03% | 251 |
|
|
2024
Q2 | $771K | Sell |
6,676
-9,830
| -60% | -$1.14M | 0.03% | 234 |
|
|
2024
Q1 | $1.91M | Buy |
16,506
+1,559
| +10% | +$181K | 0.07% | 125 |
|
|
2023
Q4 | $1.75M | Buy |
14,947
+5,109
| +52% | +$598K | 0.07% | 130 |
|
|
2023
Q3 | $1.11M | Buy |
+9,838
| New | +$1.11M | 0.12% | 90 |
|