Richardson Financial Services’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 | $27.3K | Sell |
229
-1
| -0.4% | -$119 | 0.02% | 314 |
|
|
2025
Q1 | $27.2K | Hold |
230
| – | – | 0.02% | 299 |
|
|
2024
Q4 | $26.6K | Sell |
230
-73
| -24% | -$8.44K | 0.02% | 310 |
|
|
2024
Q3 | $36K | Buy |
303
+252
| +494% | +$30K | 0.02% | 287 |
|
|
2024
Q2 | $5.89K | Sell |
51
-99
| -66% | -$11.4K | ﹤0.01% | 433 |
|
|
2024
Q1 | $17.4K | Buy |
+150
| New | +$17.4K | 0.01% | 357 |
|