SevenBridge Financial Group’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 | $1.89M | Sell |
15,878
-1,105
| -7% | -$131K | 0.33% | 95 |
|
|
2025
Q1 | $1.99M | Sell |
16,983
-5,706
| -25% | -$669K | 0.39% | 84 |
|
|
2024
Q4 | $2.63M | Buy |
22,689
+4,011
| +21% | +$464K | 0.5% | 65 |
|
|
2024
Q3 | $2.17M | Buy |
18,678
+6,622
| +55% | +$769K | 0.42% | 68 |
|
|
2024
Q2 | $1.43M | Buy |
12,056
+4,290
| +55% | +$508K | 0.32% | 83 |
|
|
2024
Q1 | $888K | Buy |
7,766
+2,874
| +59% | +$329K | 0.2% | 104 |
|
|
2023
Q4 | $573K | Buy |
4,892
+2,875
| +143% | +$337K | 0.14% | 123 |
|
|
2023
Q3 | $228K | Buy |
+2,017
| New | +$228K | 0.06% | 170 |
|
|
2019
Q3 | – | Sell |
-568
| Closed | -$71K | – | 337 |
|
|
2019
Q2 | $71K | Buy |
568
+538
| +1,793% | +$67.3K | 0.03% | 223 |
|
|
2019
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 497 |
|
|
2018
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 465 |
|
|
2018
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 500 |
|
|
2018
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 506 |
|
|
2018
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 518 |
|
|
2017
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 528 |
|
|
2017
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 530 |
|
|
2017
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 539 |
|
|
2017
Q1 | $4K | Sell |
30
-23
| -43% | -$3.07K | ﹤0.01% | 525 |
|
|
2016
Q4 | $7K | Hold |
53
| – | – | 0.01% | 478 |
|
|
2016
Q3 | $7K | Hold |
53
| – | – | 0.01% | 473 |
|
|
2016
Q2 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 550 |
|