Regatta Capital Group’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 | $2.14M | Buy |
17,977
+518
| +3% | +$61.7K | 0.37% | 46 |
|
|
2025
Q1 | $2.06M | Buy |
17,459
+395
| +2% | +$46.7K | 0.4% | 46 |
|
|
2024
Q4 | $1.97M | Buy |
17,064
+242
| +1% | +$28K | 0.38% | 45 |
|
|
2024
Q3 | $2.01M | Buy |
16,822
+479
| +3% | +$57.3K | 0.39% | 46 |
|
|
2024
Q2 | $1.89M | Buy |
16,343
+480
| +3% | +$55.4K | 0.41% | 49 |
|
|
2024
Q1 | $1.84M | Buy |
15,863
+477
| +3% | +$55.2K | 0.41% | 48 |
|
|
2023
Q4 | $1.8M | Buy |
15,386
+341
| +2% | +$39.9K | 0.47% | 46 |
|
|
2023
Q3 | $1.7M | Sell |
15,045
-8
| -0.1% | -$905 | 0.54% | 39 |
|
|
2023
Q2 | $1.74M | Buy |
15,053
+6,058
| +67% | +$698K | 0.55% | 37 |
|
|
2023
Q1 | $1.03M | Hold |
8,995
| – | – | 0.37% | 69 |
|
|
2022
Q4 | $1.03M | Sell |
8,995
-524
| -6% | -$60.2K | 0.37% | 69 |
|
|
2022
Q3 | $1.14M | Hold |
9,519
| – | – | 0.46% | 58 |
|
|
2022
Q2 | $1.14M | Buy |
9,519
+527
| +6% | +$62.9K | 0.54% | 51 |
|
|
2022
Q1 | $1.1M | Sell |
8,992
-2,352
| -21% | -$287K | 0.38% | 70 |
|
|
2021
Q4 | $1.46M | Buy |
+11,344
| New | +$1.46M | 0.51% | 48 |
|