Stanley-Laman Group’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 | $444K | Sell |
3,724
-78
| -2% | -$9.29K | 0.07% | 205 |
|
|
2025
Q1 | $449K | Buy |
3,802
+53
| +1% | +$6.26K | 0.07% | 203 |
|
|
2024
Q4 | $433K | Buy |
3,749
+630
| +20% | +$72.8K | 0.06% | 215 |
|
|
2024
Q3 | $373K | Buy |
3,119
+146
| +5% | +$17.5K | 0.05% | 230 |
|
|
2024
Q2 | $343K | Buy |
2,973
+649
| +28% | +$74.9K | 0.05% | 228 |
|
|
2024
Q1 | $269K | Buy |
2,324
+137
| +6% | +$15.9K | 0.04% | 226 |
|
|
2023
Q4 | $256K | Sell |
2,187
-7
| -0.3% | -$820 | 0.04% | 215 |
|
|
2023
Q3 | $248K | Buy |
2,194
+115
| +6% | +$13K | 0.04% | 208 |
|
|
2023
Q2 | $240K | Buy |
2,079
+24
| +1% | +$2.77K | 0.04% | 211 |
|
|
2023
Q1 | $242K | Buy |
+2,055
| New | +$242K | 0.04% | 203 |
|
|
2022
Q1 | – | Sell |
-1,571
| Closed | -$202K | – | 291 |
|
|
2021
Q4 | $202K | Sell |
1,571
-244
| -13% | -$31.4K | 0.02% | 255 |
|
|
2021
Q3 | $236K | Buy |
1,815
+134
| +8% | +$17.4K | 0.03% | 248 |
|
|
2021
Q2 | $219K | Buy |
1,681
+107
| +7% | +$13.9K | 0.03% | 241 |
|
|
2021
Q1 | $204K | Sell |
1,574
-61
| -4% | -$7.91K | 0.03% | 237 |
|
|
2020
Q4 | $217K | Sell |
1,635
-396
| -19% | -$52.6K | 0.04% | 228 |
|
|
2020
Q3 | $271K | Buy |
2,031
+245
| +14% | +$32.7K | 0.06% | 210 |
|
|
2020
Q2 | $239K | Sell |
1,786
-1
| -0.1% | -$134 | 0.06% | 224 |
|
|
2020
Q1 | $238K | Buy |
+1,787
| New | +$238K | 0.07% | 225 |
|
|
2017
Q2 | – | Sell |
-8,797
| Closed | -$1.08M | – | 212 |
|
|
2017
Q1 | $1.08M | Sell |
8,797
-4,245
| -33% | -$522K | 0.29% | 96 |
|
|
2016
Q4 | $1.6M | Sell |
13,042
-10,625
| -45% | -$1.3M | 0.49% | 68 |
|
|
2016
Q3 | $3M | Sell |
23,667
-1,523
| -6% | -$193K | 1.23% | 12 |
|
|
2016
Q2 | $3.21M | Sell |
25,190
-25,794
| -51% | -$3.28M | 1.25% | 14 |
|
|
2016
Q1 | $6.42M | Buy |
+50,984
| New | +$6.42M | 1.21% | 10 |
|