Sequent Planning’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 | $4.68M | Buy |
39,281
+2,541
| +7% | +$303K | 1.48% | 16 |
|
|
2025
Q1 | $4.34M | Buy |
36,740
+4,698
| +15% | +$555K | 1.56% | 16 |
|
|
2024
Q4 | $3.7M | Sell |
32,042
-3,369
| -10% | -$389K | 1.36% | 19 |
|
|
2024
Q3 | $4.24M | Sell |
35,411
-4,442
| -11% | -$531K | 1.46% | 19 |
|
|
2024
Q2 | $4.57M | Buy |
39,853
+1,274
| +3% | +$146K | 1.56% | 16 |
|
|
2024
Q1 | $4.47M | Buy |
+38,579
| New | +$4.47M | 1.62% | 12 |
|