Realta 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
Q1 | – | Sell |
-1
| Closed | -$115 | – | 338 |
|
|
2024
Q4 | $115 | Sell |
1
-3
| -75% | -$345 | ﹤0.01% | 337 |
|
|
2024
Q3 | $471 | Sell |
4
-139
| -97% | -$16.4K | ﹤0.01% | 352 |
|
|
2024
Q2 | $16.5K | Hold |
143
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $16.6K | Buy |
+143
| New | +$16.6K | ﹤0.01% | 657 |
|
|
2023
Q4 | – | Sell |
-155
| Closed | -$17.9K | – | 583 |
|
|
2023
Q3 | $17.9K | Hold |
155
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $17.9K | Buy |
+155
| New | +$17.9K | ﹤0.01% | 667 |
|
|
2023
Q1 | – | Sell |
-242
| Closed | -$27.8K | – | 588 |
|
|
2022
Q4 | $27.8K | Sell |
242
-150
| -38% | -$17.2K | 0.01% | 608 |
|
|
2022
Q3 | $45K | Buy |
+392
| New | +$45K | 0.01% | 540 |
|
|
2020
Q1 | – | Sell |
-560
| Closed | -$71K | – | 803 |
|
|
2019
Q4 | $71K | Sell |
560
-90
| -14% | -$11.4K | 0.02% | 584 |
|
|
2019
Q3 | $80K | Sell |
650
-12
| -2% | -$1.48K | 0.02% | 552 |
|
|
2019
Q2 | $82K | Sell |
662
-5
| -0.7% | -$619 | 0.02% | 553 |
|
|
2019
Q1 | $81K | Buy |
+667
| New | +$81K | 0.04% | 439 |
|