Sowell Financial Services’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 | $2.18M | Sell |
18,314
-12,823
| -41% | -$1.53M | 0.09% | 242 |
|
|
2025
Q1 | $3.68M | Buy |
31,137
+1,140
| +4% | +$135K | 0.17% | 129 |
|
|
2024
Q4 | $3.47M | Sell |
29,997
-9,120
| -23% | -$1.05M | 0.18% | 127 |
|
|
2024
Q3 | $4.68M | Buy |
39,117
+8,624
| +28% | +$1.03M | 0.22% | 115 |
|
|
2024
Q2 | $3.52M | Buy |
30,493
+339
| +1% | +$39.1K | 0.17% | 139 |
|
|
2024
Q1 | $3.49M | Buy |
+30,154
| New | +$3.49M | 0.16% | 144 |
|
|
2023
Q3 | – | Sell |
-11,038
| Closed | -$1.27M | – | 553 |
|
|
2023
Q2 | $1.27M | Buy |
+11,038
| New | +$1.27M | 0.07% | 310 |
|
|
2022
Q1 | – | Sell |
-14,558
| Closed | -$1.87M | – | 317 |
|
|
2021
Q4 | $1.87M | Buy |
+14,558
| New | +$1.87M | 0.11% | 208 |
|
|
2021
Q3 | – | Sell |
-35,268
| Closed | -$4.6M | – | 513 |
|
|
2021
Q2 | $4.6M | Buy |
35,268
+2,091
| +6% | +$273K | 0.31% | 85 |
|
|
2021
Q1 | $4.34M | Buy |
33,177
+30,071
| +968% | +$3.93M | 0.15% | 132 |
|
|
2020
Q4 | $413K | Sell |
3,106
-9,040
| -74% | -$1.2M | 0.02% | 577 |
|
|
2020
Q3 | $1.62M | Sell |
12,146
-42,120
| -78% | -$5.63M | 0.08% | 209 |
|
|
2020
Q2 | $7.25M | Buy |
54,266
+33,079
| +156% | +$4.42M | 0.4% | 63 |
|
|
2020
Q1 | $2.83M | Buy |
21,187
+20,588
| +3,437% | +$2.75M | 0.21% | 115 |
|
|
2019
Q4 | $75K | Sell |
599
-268
| -31% | -$33.6K | 0.01% | 992 |
|
|
2019
Q3 | $110K | Buy |
+867
| New | +$110K | 0.01% | 796 |
|
|
2019
Q1 | $1.06M | Buy |
8,570
+3,430
| +67% | +$423K | 0.12% | 186 |
|
|
2018
Q4 | $624K | Buy |
+5,140
| New | +$624K | 0.09% | 232 |
|
|
2017
Q4 | – | Sell |
-20,628
| Closed | -$2.54M | – | 269 |
|
|
2017
Q3 | $2.54M | Sell |
20,628
-2,904
| -12% | -$357K | 0.66% | 43 |
|
|
2017
Q2 | $2.91M | Sell |
23,532
-355
| -1% | -$44K | 0.83% | 33 |
|
|
2017
Q1 | $2.96M | Sell |
23,887
-607
| -2% | -$75.2K | 0.87% | 33 |
|
|
2016
Q4 | $3M | Buy |
+24,494
| New | +$3M | 1% | 27 |
|