Tobias Financial 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 | $243K | Hold |
2,037
| – | – | 0.04% | 105 |
|
|
2025
Q1 | $241K | Hold |
2,037
| – | – | 0.05% | 101 |
|
|
2024
Q4 | $235K | Hold |
2,037
| – | – | 0.05% | 101 |
|
|
2024
Q3 | $244K | Hold |
2,037
| – | – | 0.05% | 95 |
|
|
2024
Q2 | $235K | Hold |
2,037
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $236K | Hold |
2,037
| – | – | 0.05% | 87 |
|
|
2023
Q4 | $239K | Buy |
+2,037
| New | +$239K | 0.06% | 82 |
|