PAM
Peak Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Sell |
6,389
-204
| -3% | -$24.3K | 0.14% | 77 |
|
|
2025
Q1 | $779K | Sell |
6,593
-2,777
| -30% | -$328K | 0.15% | 77 |
|
|
2024
Q4 | $1.08M | Buy |
+9,370
| New | +$1.08M | 0.2% | 70 |
|
|
2021
Q4 | – | Sell |
-1,925
| Closed | -$251K | – | 141 |
|
|
2021
Q3 | $251K | Hold |
1,925
| – | – | 0.06% | 124 |
|
|
2021
Q2 | $251K | Hold |
1,925
| – | – | 0.06% | 123 |
|
|
2021
Q1 | $250K | Hold |
1,925
| – | – | 0.06% | 133 |
|
|
2020
Q4 | $256K | Hold |
1,925
| – | – | 0.07% | 127 |
|
|
2020
Q3 | $257K | Sell |
1,925
-490
| -20% | -$65.4K | 0.08% | 113 |
|
|
2020
Q2 | $323K | Buy |
2,415
+490
| +25% | +$65.5K | 0.1% | 93 |
|
|
2020
Q1 | $257K | Hold |
1,925
| – | – | 0.1% | 91 |
|
|
2019
Q4 | $242K | Sell |
1,925
-90
| -4% | -$11.3K | 0.07% | 112 |
|
|
2019
Q3 | $256K | Hold |
2,015
| – | – | 0.08% | 105 |
|
|
2019
Q2 | $253K | Sell |
2,015
-156
| -7% | -$19.6K | 0.08% | 109 |
|
|
2019
Q1 | $267K | Hold |
2,171
| – | – | 0.09% | 107 |
|
|
2018
Q4 | $264K | Buy |
2,171
+137
| +7% | +$16.7K | 0.1% | 103 |
|
|
2018
Q3 | $242K | Hold |
2,034
| – | – | 0.08% | 116 |
|
|
2018
Q2 | $244K | Hold |
2,034
| – | – | 0.09% | 112 |
|
|
2018
Q1 | $245K | Sell |
2,034
-285
| -12% | -$34.3K | 0.09% | 108 |
|
|
2017
Q4 | $283K | Hold |
2,319
| – | – | 0.1% | 105 |
|
|
2017
Q3 | $286K | Hold |
2,319
| – | – | 0.1% | 112 |
|
|
2017
Q2 | $287K | Sell |
2,319
-83
| -3% | -$10.3K | 0.11% | 110 |
|
|
2017
Q1 | $296K | Sell |
2,402
-20
| -0.8% | -$2.47K | 0.11% | 118 |
|
|
2016
Q4 | $297K | Hold |
2,422
| – | – | 0.12% | 114 |
|
|
2016
Q3 | $306K | Sell |
2,422
-16
| -0.7% | -$2.02K | 0.13% | 107 |
|
|
2016
Q2 | $310K | Hold |
2,438
| – | – | 0.14% | 104 |
|
|
2016
Q1 | $307K | Hold |
2,438
| – | – | 0.15% | 98 |
|
|
2015
Q4 | $299K | Hold |
2,438
| – | – | 0.15% | 92 |
|
|
2015
Q3 | $304K | Sell |
2,438
-526
| -18% | -$65.6K | 0.16% | 89 |
|
|
2015
Q2 | $364K | Sell |
2,964
-1,111
| -27% | -$136K | 0.19% | 84 |
|
|
2015
Q1 | $506K | Sell |
4,075
-274
| -6% | -$34K | 0.25% | 66 |
|
|
2014
Q4 | $532K | Buy |
+4,349
| New | +$532K | 0.28% | 62 |
|