Summit Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$2.68M Sell
2023
Q4
$2.76M Sell
2023
Q3
$2.69M Sell
2023
Q2
$3.08M Sell
2023
Q1
$3.22M Sell
2022
Q4
$3.32M Sell
2022
Q3
$4.08M Sell
2022
Q2
$4.53M Sell
2022
Q1
$4.7M Sell
2021
Q4
$5.06M Sell
2021
Q3
$5.13M Sell
2021
Q2
$5.7M Sell
2021
Q1
$6.38M Sell
2020
Q4
$8.08M Sell
2020
Q3
$8.18M Sell
2020
Q2
$8.34M Sell
2020
Q1
$8.41M Sell
2019
Q4
$7.98M Buy
2019
Q3
$7.97M Sell
2019
Q2
$7.99M Buy