Strategic Investment Advisors’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 | $2.01M | Sell |
16,931
-1,030
| -6% | -$122K | 0.2% | 58 |
|
|
2025
Q1 | $2.12M | Buy |
17,961
+518
| +3% | +$61.2K | 0.22% | 59 |
|
|
2024
Q4 | $2.02M | Buy |
17,443
+1,816
| +12% | +$210K | 0.21% | 61 |
|
|
2024
Q3 | $1.87M | Sell |
15,627
-3,183
| -17% | -$381K | 0.2% | 69 |
|
|
2024
Q2 | $2.17M | Buy |
18,810
+3,387
| +22% | +$391K | 0.26% | 57 |
|
|
2024
Q1 | $1.79M | Sell |
15,423
-739
| -5% | -$85.6K | 0.23% | 64 |
|
|
2023
Q4 | $1.89M | Buy |
16,162
+3,438
| +27% | +$403K | 0.27% | 60 |
|
|
2023
Q3 | $1.44M | Buy |
+12,724
| New | +$1.44M | 0.24% | 63 |
|
|
2023
Q2 | – | Sell |
-7,381
| Closed | -$868K | – | 205 |
|
|
2023
Q1 | $868K | Buy |
7,381
+716
| +11% | +$84.2K | 0.16% | 92 |
|
|
2022
Q4 | $766K | Sell |
6,665
-152
| -2% | -$17.5K | 0.16% | 109 |
|
|
2022
Q3 | $779K | Sell |
6,817
-1,595
| -19% | -$182K | 0.18% | 94 |
|
|
2022
Q2 | $1M | Sell |
8,412
-171
| -2% | -$20.4K | 0.2% | 79 |
|
|
2022
Q1 | $1.05M | Sell |
8,583
-560
| -6% | -$68.4K | 0.2% | 88 |
|
|
2021
Q4 | $1.18M | Sell |
9,143
-3,211
| -26% | -$413K | 0.23% | 79 |
|
|
2021
Q3 | $1.61M | Sell |
12,354
-239
| -2% | -$31.1K | 0.35% | 57 |
|
|
2021
Q2 | $1.64M | Buy |
+12,593
| New | +$1.64M | 0.38% | 56 |
|
|
2020
Q4 | – | Sell |
-15,648
| Closed | -$2.09M | – | 200 |
|
|
2020
Q3 | $2.09M | Sell |
15,648
-3,980
| -20% | -$532K | 0.71% | 39 |
|
|
2020
Q2 | $2.62M | Buy |
+19,628
| New | +$2.62M | 0.99% | 30 |
|