Southeast Asset Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $410K | Hold |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $293K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $353K | Hold |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $204K | Hold |
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|
2021
Q3 | $206K | Buy |
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