Ridgewood Investments’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 | $159K | Sell |
1,336
-161
| -11% | -$19.2K | 0.07% | 209 |
|
|
2025
Q1 | $177K | Hold |
1,497
| – | – | 0.08% | 192 |
|
|
2024
Q4 | $173K | Hold |
1,497
| – | – | 0.08% | 183 |
|
|
2024
Q3 | $179K | Buy |
1,497
+275
| +23% | +$32.9K | 0.09% | 182 |
|
|
2024
Q2 | $141K | Buy |
+1,222
| New | +$141K | 0.07% | 210 |
|
|
2023
Q3 | – | Sell |
-850
| Closed | -$98K | – | 443 |
|
|
2023
Q2 | $98K | Sell |
850
-215
| -20% | -$24.8K | 0.06% | 242 |
|
|
2023
Q1 | $125K | Buy |
+1,065
| New | +$125K | 0.08% | 231 |
|