Ogorek Anthony Joseph’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 | $983K | Buy |
8,255
+420
| +5% | +$50K | 0.3% | 39 |
|
|
2025
Q1 | $925K | Sell |
7,835
-7,197
| -48% | -$850K | 0.3% | 40 |
|
|
2024
Q4 | $1.74M | Buy |
15,032
+5,216
| +53% | +$602K | 0.55% | 31 |
|
|
2024
Q3 | $1.17M | Buy |
9,816
+3,181
| +48% | +$380K | 0.4% | 33 |
|
|
2024
Q2 | $766K | Sell |
6,635
-1,096
| -14% | -$127K | 0.27% | 40 |
|
|
2024
Q1 | $895K | Buy |
7,731
+14
| +0.2% | +$1.62K | 0.31% | 38 |
|
|
2023
Q4 | $903K | Sell |
7,717
-204
| -3% | -$23.9K | 0.33% | 43 |
|
|
2023
Q3 | $896K | Buy |
7,921
+4,117
| +108% | +$466K | 0.35% | 55 |
|
|
2023
Q2 | $438K | Sell |
3,804
-94,334
| -96% | -$10.9M | 0.17% | 63 |
|
|
2023
Q1 | $11.5M | Sell |
98,138
-47,675
| -33% | -$5.61M | 4.72% | 5 |
|
|
2022
Q4 | $16.8M | Sell |
145,813
-9,249
| -6% | -$1.06M | 7.29% | 1 |
|
|
2022
Q3 | $17.7M | Buy |
155,062
+1,891
| +1% | +$216K | 8.42% | 3 |
|
|
2022
Q2 | $18.3M | Buy |
153,171
+59,744
| +64% | +$7.13M | 8.4% | 1 |
|
|
2022
Q1 | $11.4M | Buy |
+93,427
| New | +$11.4M | 4.67% | 6 |
|