ORG 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 | $942K | Buy |
7,923
+543
| +7% | +$64.6K | 0.2% | 106 |
|
2025
Q1 | $871K | Sell |
7,380
-102
| -1% | -$12K | 0.21% | 87 |
|
2024
Q4 | $864K | Buy |
7,482
+49
| +0.7% | +$5.66K | 0.12% | 126 |
|
2024
Q3 | $889K | Buy |
7,433
+7,412
| +35,295% | +$886K | 0.14% | 116 |
|
2024
Q2 | $2.41K | Buy |
+21
| New | +$2.41K | ﹤0.01% | 1486 |
|
2023
Q4 | – | Sell |
-192
| Closed | -$21.7K | – | 1241 |
|
2023
Q3 | $21.7K | Sell |
192
-3,996
| -95% | -$452K | 0.01% | 673 |
|
2023
Q2 | $482K | Buy |
+4,188
| New | +$482K | 0.08% | 221 |
|