Oxbow Advisors’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 | $225K | Buy |
+1,892
| New | +$225K | 0.02% | 198 |
|
|
2024
Q1 | – | Sell |
-7,900
| Closed | -$925K | – | 234 |
|
|
2023
Q4 | $925K | Sell |
7,900
-600
| -7% | -$70.3K | 0.14% | 86 |
|
|
2023
Q3 | $962K | Hold |
8,500
| – | – | 0.15% | 77 |
|
|
2023
Q2 | $980K | Sell |
8,500
-2,500
| -23% | -$288K | 0.15% | 84 |
|
|
2023
Q1 | $1.29M | Hold |
11,000
| – | – | 0.23% | 68 |
|
|
2022
Q4 | $1.26M | Buy |
+11,000
| New | +$1.26M | 0.24% | 71 |
|