Phoenix Financial’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 | $383K | Hold |
3,219
| – | – | 0.01% | 309 |
|
|
2025
Q1 | $380K | Sell |
3,219
-460
| -13% | -$54.3K | 0.01% | 274 |
|
|
2024
Q4 | $425K | Sell |
3,679
-120
| -3% | -$13.9K | 0.01% | 271 |
|
|
2024
Q3 | $454K | Sell |
3,799
-1,236
| -25% | -$148K | 0.01% | 257 |
|
|
2024
Q2 | $581K | Hold |
5,035
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $583K | Buy |
+5,035
| New | +$583K | 0.01% | 257 |
|