Summa Corp’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 | $928K | Buy |
7,793
+1,423
| +22% | +$169K | 0.48% | 22 |
|
|
2025
Q1 | $753K | Hold |
6,370
| – | – | 0.44% | 21 |
|
|
2024
Q4 | $736K | Hold |
6,370
| – | – | 0.36% | 20 |
|
|
2024
Q3 | $762K | Buy |
6,370
+1,000
| +19% | +$120K | 0.37% | 25 |
|
|
2024
Q2 | $620K | Hold |
5,370
| – | – | 0.3% | 26 |
|
|
2024
Q1 | $622K | Buy |
5,370
+1,500
| +39% | +$174K | 0.34% | 24 |
|
|
2023
Q4 | $453K | Buy |
+3,870
| New | +$453K | 0.32% | 39 |
|