Roble Belko & Company’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 | $154K | Sell |
1,294
-2,135
| -62% | -$254K | 0.02% | 121 |
|
|
2025
Q1 | $405K | Hold |
3,429
| – | – | 0.06% | 82 |
|
|
2024
Q4 | $396K | Hold |
3,429
| – | – | 0.06% | 83 |
|
|
2024
Q3 | $410K | Hold |
3,429
| – | – | 0.06% | 79 |
|
|
2024
Q2 | $396K | Buy |
3,429
+2,135
| +165% | +$247K | 0.07% | 79 |
|
|
2024
Q1 | $150K | Hold |
1,294
| – | – | 0.03% | 114 |
|
|
2023
Q4 | $152K | Sell |
1,294
-32,518
| -96% | -$3.82M | 0.03% | 101 |
|
|
2023
Q3 | $3.83M | Buy |
33,812
+33,314
| +6,690% | +$3.77M | 0.78% | 30 |
|
|
2023
Q2 | $57K | Buy |
498
+193
| +63% | +$22.1K | 0.01% | 139 |
|
|
2023
Q1 | $36K | Hold |
305
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $35K | Hold |
305
| – | – | 0.01% | 171 |
|
|
2022
Q3 | $35K | Buy |
+305
| New | +$35K | 0.01% | 167 |
|
|
2020
Q1 | – | Sell |
-172
| Closed | -$22K | – | 334 |
|
|
2019
Q4 | $22K | Hold |
172
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $22K | Hold |
172
| – | – | 0.01% | 193 |
|
|
2019
Q2 | $22K | Buy |
+172
| New | +$22K | 0.01% | 193 |
|