Silver Oak Securities’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 | $770K | Sell |
6,469
-619
| -9% | -$73.7K | 0.06% | 309 |
|
|
2025
Q1 | $836K | Sell |
7,088
-1,879
| -21% | -$222K | 0.08% | 271 |
|
|
2024
Q4 | $1.04M | Buy |
8,967
+5,660
| +171% | +$654K | 0.1% | 226 |
|
|
2024
Q3 | $350K | Buy |
3,307
+1,126
| +52% | +$119K | 0.04% | 398 |
|
|
2024
Q2 | $252K | Sell |
2,181
-377
| -15% | -$43.5K | 0.04% | 328 |
|
|
2024
Q1 | $296K | Buy |
2,558
+146
| +6% | +$16.9K | 0.05% | 301 |
|
|
2023
Q4 | $283K | Buy |
2,412
+1,126
| +88% | +$132K | 0.04% | 387 |
|
|
2023
Q3 | $146K | Sell |
1,286
-1,190
| -48% | -$135K | 0.03% | 324 |
|
|
2023
Q2 | $285K | Sell |
2,476
-3
| -0.1% | -$345 | 0.05% | 354 |
|
|
2023
Q1 | $293K | Buy |
2,479
+178
| +8% | +$21K | 0.05% | 288 |
|
|
2022
Q4 | $264K | Buy |
2,301
+1,015
| +79% | +$116K | 0.05% | 249 |
|
|
2022
Q3 | $146K | Buy |
+1,286
| New | +$146K | 0.03% | 324 |
|