Partners Capital Investment 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 | $1.49M | Sell |
12,534
-12,316
| -50% | -$1.47M | 0.06% | 100 |
|
|
2025
Q1 | $2.94M | Buy |
24,850
+12,492
| +101% | +$1.48M | 0.05% | 117 |
|
|
2024
Q4 | $1.43M | Sell |
12,358
-12,089
| -49% | -$1.4M | 0.04% | 100 |
|
|
2024
Q3 | $2.92M | Sell |
24,447
-11,168
| -31% | -$1.34M | 0.05% | 113 |
|
|
2024
Q2 | $4.12M | Sell |
35,615
-16,056
| -31% | -$1.86M | 0.07% | 108 |
|
|
2024
Q1 | $5.98M | Sell |
51,671
-68,339
| -57% | -$7.91M | 0.16% | 69 |
|
|
2023
Q4 | $14.1M | Buy |
120,010
+1,127
| +0.9% | +$132K | 0.31% | 47 |
|
|
2023
Q3 | $13.5M | Sell |
118,883
-12,310
| -9% | -$1.39M | 0.32% | 45 |
|
|
2023
Q2 | $15.1M | Buy |
131,193
+64,312
| +96% | +$7.41M | 0.32% | 49 |
|
|
2023
Q1 | $7.87M | Buy |
+66,881
| New | +$7.87M | 0.34% | 55 |
|
|
2022
Q4 | – | Sell |
-22,644
| Closed | -$2.59M | – | 141 |
|
|
2022
Q3 | $2.59M | Sell |
22,644
-4,960
| -18% | -$567K | 0.15% | 81 |
|
|
2022
Q2 | $3.29M | Buy |
27,604
+67
| +0.2% | +$8K | 0.22% | 65 |
|
|
2022
Q1 | $3.36M | Buy |
+27,537
| New | +$3.36M | 0.17% | 82 |
|
|
2021
Q1 | – | Sell |
-2,600
| Closed | -$346K | – | 148 |
|
|
2020
Q4 | $346K | Hold |
2,600
| – | – | 0.02% | 111 |
|
|
2020
Q3 | $347K | Buy |
+2,600
| New | +$347K | 0.02% | 103 |
|