Pathstone Holdings’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
$1.28M Buy
10,770
+9,013
+513% +$1.07M 0.01% 1261
2025
Q1
$208K Sell
1,757
-3,165
-64% -$374K ﹤0.01% 2059
2024
Q4
$569K Buy
4,922
+25
+0.5% +$2.89K ﹤0.01% 1667
2024
Q3
$586K Buy
4,897
+2
+0% +$239 ﹤0.01% 1646
2024
Q2
$565K Sell
4,895
-552
-10% -$63.7K ﹤0.01% 1622
2024
Q1
$631K Buy
5,447
+2,518
+86% +$292K ﹤0.01% 1562
2023
Q4
$343K Buy
+2,929
New +$343K ﹤0.01% 1732