Omega 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 | $486K | Hold |
4,082
| – | – | 0.17% | 64 |
|
|
2025
Q1 | $482K | Hold |
4,082
| – | – | 0.19% | 61 |
|
|
2024
Q4 | $472K | Buy |
4,082
+69
| +2% | +$7.97K | 0.18% | 61 |
|
|
2024
Q3 | $480K | Sell |
4,013
-1,115
| -22% | -$133K | 0.18% | 61 |
|
|
2024
Q2 | $592K | Buy |
5,128
+41
| +0.8% | +$4.73K | 0.24% | 60 |
|
|
2024
Q1 | $589K | Sell |
5,087
-1,403
| -22% | -$162K | 0.24% | 61 |
|
|
2023
Q4 | $760K | Buy |
6,490
+16
| +0.2% | +$1.87K | 0.33% | 55 |
|
|
2023
Q3 | $733K | Buy |
6,474
+116
| +2% | +$13.1K | 0.36% | 53 |
|
|
2023
Q2 | $733K | Sell |
6,358
-542
| -8% | -$62.5K | 0.34% | 57 |
|
|
2023
Q1 | $812K | Sell |
6,900
-2,490
| -27% | -$293K | 0.37% | 51 |
|
|
2022
Q4 | $1.08M | Hold |
9,390
| – | – | 0.56% | 44 |
|
|
2022
Q3 | $1.07M | Hold |
9,390
| – | – | 0.55% | 41 |
|
|
2022
Q2 | $1.12M | Hold |
9,390
| – | – | 0.54% | 42 |
|
|
2022
Q1 | $1.15M | Buy |
+9,390
| New | +$1.15M | 0.5% | 40 |
|