SIM
Studio Investment Management’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 | $1.36M | Sell |
11,407
-5,283
| -32% | -$629K | 0.27% | 60 |
|
|
2025
Q1 | $1.97M | Sell |
16,690
-35,861
| -68% | -$4.24M | 0.41% | 52 |
|
|
2024
Q4 | $6.07M | Sell |
52,551
-5,835
| -10% | -$674K | 1.29% | 18 |
|
|
2024
Q3 | $6.98M | Sell |
58,386
-472
| -0.8% | -$56.5K | 1.47% | 16 |
|
|
2024
Q2 | $6.8M | Buy |
58,858
+28
| +0% | +$3.23K | 1.55% | 14 |
|
|
2024
Q1 | $6.81M | Buy |
58,830
+612
| +1% | +$70.9K | 1.62% | 12 |
|
|
2023
Q4 | $6.82M | Sell |
58,218
-785
| -1% | -$91.9K | 1.74% | 11 |
|
|
2023
Q3 | $6.68M | Buy |
59,003
+507
| +0.9% | +$57.4K | 1.86% | 11 |
|
|
2023
Q2 | $6.74M | Buy |
58,496
+3,094
| +6% | +$357K | 1.89% | 10 |
|
|
2023
Q1 | $6.52M | Buy |
55,402
+7,841
| +16% | +$922K | 1.97% | 11 |
|
|
2022
Q4 | $5.46M | Buy |
47,561
+28,431
| +149% | +$3.27M | 1.77% | 17 |
|
|
2022
Q3 | $2.19M | Buy |
19,130
+1,580
| +9% | +$181K | 0.79% | 41 |
|
|
2022
Q2 | $2.09M | Buy |
17,550
+1,280
| +8% | +$153K | 0.73% | 45 |
|
|
2022
Q1 | $1.99M | Buy |
16,270
+500
| +3% | +$61K | 0.65% | 55 |
|
|
2021
Q4 | $2.03M | Buy |
15,770
+13,825
| +711% | +$1.78M | 0.73% | 50 |
|
|
2021
Q3 | $253K | Buy |
+1,945
| New | +$253K | 0.11% | 92 |
|