Oak Harbor Wealth 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 | – | Sell |
-640
| Closed | -$75.6K | – | 257 |
|
|
2025
Q1 | $75.6K | Hold |
640
| – | – | 0.02% | 212 |
|
|
2024
Q4 | $74K | Hold |
640
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $76.5K | Hold |
640
| – | – | 0.02% | 181 |
|
|
2024
Q2 | $73.9K | Sell |
640
-328
| -34% | -$37.9K | 0.02% | 179 |
|
|
2024
Q1 | $112K | Buy |
968
+538
| +125% | +$62.3K | 0.03% | 179 |
|
|
2023
Q4 | $50.4K | Buy |
+430
| New | +$50.4K | 0.02% | 190 |
|