Sound Income Strategies’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 |
-419
| Closed | -$48.4K | – | 1594 |
|
|
2024
Q4 | $48.4K | Buy |
419
+404
| +2,693% | +$46.7K | ﹤0.01% | 470 |
|
|
2024
Q3 | $1.79K | Buy |
15
+10
| +200% | +$1.2K | ﹤0.01% | 1149 |
|
|
2024
Q2 | $577 | Sell |
5
-110
| -96% | -$12.7K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $13.3K | Buy |
115
+39
| +51% | +$4.52K | ﹤0.01% | 679 |
|
|
2023
Q4 | $8.9K | Buy |
+76
| New | +$8.9K | ﹤0.01% | 764 |
|
|
2023
Q2 | – | Sell |
-201
| Closed | -$23.6K | – | 1136 |
|
|
2023
Q1 | $23.6K | Buy |
+201
| New | +$23.6K | ﹤0.01% | 393 |
|
|
2022
Q4 | – | Sell |
-147
| Closed | -$17K | – | 997 |
|
|
2022
Q3 | $17K | Buy |
+147
| New | +$17K | ﹤0.01% | 380 |
|
|
2022
Q2 | – | Sell |
-54
| Closed | -$7K | – | 919 |
|
|
2022
Q1 | $7K | Buy |
+54
| New | +$7K | ﹤0.01% | 540 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$3K | – | 817 |
|
|
2020
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 527 |
|
|
2019
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 531 |
|
|
2019
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 498 |
|
|
2019
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 506 |
|
|
2019
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 505 |
|
|
2018
Q4 | $3K | Sell |
24
-77
| -76% | -$9.63K | ﹤0.01% | 496 |
|
|
2018
Q3 | $12K | Hold |
101
| – | – | 0.01% | 315 |
|
|
2018
Q2 | $12K | Sell |
101
-140
| -58% | -$16.6K | 0.01% | 278 |
|
|
2018
Q1 | $29K | Buy |
241
+217
| +904% | +$26.1K | 0.02% | 163 |
|
|
2017
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 377 |
|