Salem Investment Counselors’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 |
-156
| Closed | -$18K | – | 1238 |
|
|
2024
Q4 | $18K | Hold |
156
| – | – | ﹤0.01% | 737 |
|
|
2024
Q3 | $18.7K | Sell |
156
-75
| -32% | -$8.97K | ﹤0.01% | 743 |
|
|
2024
Q2 | $26.7K | Sell |
231
-72
| -24% | -$8.31K | ﹤0.01% | 679 |
|
|
2024
Q1 | $35.1K | Buy |
303
+147
| +94% | +$17K | ﹤0.01% | 627 |
|
|
2023
Q4 | $18.3K | Hold |
156
| – | – | ﹤0.01% | 711 |
|
|
2023
Q3 | $17.7K | Hold |
156
| – | – | ﹤0.01% | 688 |
|
|
2023
Q2 | $18K | Buy |
+156
| New | +$18K | ﹤0.01% | 715 |
|
|
2022
Q1 | – | Sell |
-34
| Closed | -$4K | – | 1047 |
|
|
2021
Q4 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 949 |
|
|
2021
Q3 | – | Sell |
-175
| Closed | -$23K | – | 979 |
|
|
2021
Q2 | $23K | Sell |
175
-14
| -7% | -$1.84K | ﹤0.01% | 591 |
|
|
2021
Q1 | $25K | Hold |
189
| – | – | ﹤0.01% | 561 |
|
|
2020
Q4 | $25K | Buy |
189
+14
| +8% | +$1.85K | ﹤0.01% | 538 |
|
|
2020
Q3 | $23K | Hold |
175
| – | – | ﹤0.01% | 478 |
|
|
2020
Q2 | $23K | Hold |
175
| – | – | ﹤0.01% | 472 |
|
|
2020
Q1 | $23K | Hold |
175
| – | – | ﹤0.01% | 426 |
|
|
2019
Q4 | $22K | Hold |
175
| – | – | ﹤0.01% | 474 |
|
|
2019
Q3 | $22K | Hold |
175
| – | – | ﹤0.01% | 454 |
|
|
2019
Q2 | $22K | Buy |
+175
| New | +$22K | ﹤0.01% | 468 |
|