Petra Financial 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 | $350K | Sell |
2,939
-62
| -2% | -$7.38K | 0.22% | 108 |
|
|
2025
Q1 | $355K | Sell |
3,001
-2
| -0.1% | -$236 | 0.29% | 80 |
|
|
2024
Q4 | $347K | Hold |
3,003
| – | – | 0.24% | 101 |
|
|
2024
Q3 | $359K | Sell |
3,003
-203
| -6% | -$24.3K | 0.24% | 97 |
|
|
2024
Q2 | $370K | Hold |
3,206
| – | – | 0.27% | 89 |
|
|
2024
Q1 | $371K | Hold |
3,206
| – | – | 0.27% | 87 |
|
|
2023
Q4 | $376K | Hold |
3,206
| – | – | 0.31% | 82 |
|
|
2023
Q3 | $363K | Hold |
3,206
| – | – | 0.3% | 87 |
|
|
2023
Q2 | $370K | Buy |
+3,206
| New | +$370K | 0.33% | 79 |
|
|
2023
Q1 | – | Sell |
-3,206
| Closed | -$368K | – | 86 |
|
|
2022
Q4 | $368K | Buy |
+3,206
| New | +$368K | 0.41% | 61 |
|