SPIA
Strategic Point Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6M | Buy |
584,631
+3,656
| +0.6% | +$435K | 10.74% | 2 |
|
|
2025
Q1 | $68.6M | Sell |
580,975
-3,470
| -0.6% | -$410K | 11.43% | 2 |
|
|
2024
Q4 | $67.5M | Buy |
584,445
+187,607
| +47% | +$21.7M | 11.01% | 2 |
|
|
2024
Q3 | $47.5M | Buy |
396,838
+13,590
| +4% | +$1.63M | 7.83% | 3 |
|
|
2024
Q2 | $44.3M | Sell |
383,248
-1,376
| -0.4% | -$159K | 7.93% | 3 |
|
|
2024
Q1 | $44.5M | Buy |
384,624
+9,035
| +2% | +$1.05M | 8.09% | 3 |
|
|
2023
Q4 | $44M | Buy |
375,589
+143,690
| +62% | +$16.8M | 8.5% | 4 |
|
|
2023
Q3 | $26.2M | Buy |
231,899
+5,719
| +3% | +$647K | 5.6% | 5 |
|
|
2023
Q2 | $26.1M | Buy |
+226,180
| New | +$26.1M | 5.35% | 5 |
|