Perennial Investment 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 | $254K | Sell |
2,131
-358
| -14% | -$42.6K | 0.02% | 385 |
|
|
2025
Q1 | $294K | Buy |
2,489
+758
| +44% | +$89.5K | 0.03% | 325 |
|
|
2024
Q4 | $200K | Hold |
1,731
| – | – | 0.02% | 387 |
|
|
2024
Q3 | $207K | Buy |
+1,731
| New | +$207K | 0.03% | 359 |
|
|
2024
Q1 | – | Sell |
-1,900
| Closed | -$223K | – | 353 |
|
|
2023
Q4 | $223K | Sell |
1,900
-250
| -12% | -$29.3K | 0.04% | 292 |
|
|
2023
Q3 | $243K | Hold |
2,150
| – | – | 0.04% | 264 |
|
|
2023
Q2 | $248K | Sell |
2,150
-107
| -5% | -$12.3K | 0.04% | 272 |
|
|
2023
Q1 | $266K | Buy |
2,257
+122
| +6% | +$14.4K | 0.05% | 255 |
|
|
2022
Q4 | $245K | Buy |
+2,135
| New | +$245K | 0.1% | 173 |
|