Shelton Wealth Management’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 | $4.14M | Buy |
34,797
+17,358
| +100% | +$2.07M | 2% | 12 |
|
|
2025
Q1 | $2.06M | Sell |
17,439
-18,306
| -51% | -$2.16M | 1.12% | 18 |
|
|
2024
Q4 | $4.13M | Buy |
35,745
+30,526
| +585% | +$3.53M | 2.14% | 11 |
|
|
2024
Q3 | $624K | Sell |
5,219
-585
| -10% | -$70K | 0.34% | 86 |
|
|
2024
Q2 | $670K | Sell |
5,804
-1,763
| -23% | -$204K | 0.38% | 79 |
|
|
2024
Q1 | $876K | Sell |
7,567
-31,806
| -81% | -$3.68M | 0.55% | 40 |
|
|
2023
Q4 | $4.61M | Buy |
+39,373
| New | +$4.61M | 3.27% | 9 |
|