Perennial Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
2025
Q1
$294K Buy
2024
Q4
$200K Hold
2024
Q3
$207K Buy
2024
Q1
Sell
2023
Q4
$223K Sell
2023
Q3
$243K Hold
2023
Q2
$248K Sell
2023
Q1
$266K Buy
2022
Q4
$245K Buy