TIM
Tortoise 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 | $26.2K | Hold |
220
| – | – | ﹤0.01% | 465 |
|
|
2025
Q1 | $26K | Hold |
220
| – | – | ﹤0.01% | 455 |
|
|
2024
Q4 | $25.4K | Hold |
220
| – | – | ﹤0.01% | 515 |
|
|
2024
Q3 | $26.3K | Hold |
220
| – | – | ﹤0.01% | 521 |
|
|
2024
Q2 | $25.4K | Hold |
220
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $25.5K | Hold |
220
| – | – | ﹤0.01% | 476 |
|
|
2023
Q4 | $25.8K | Sell |
220
-1,195
| -84% | -$140K | ﹤0.01% | 455 |
|
|
2023
Q3 | $160K | Hold |
1,415
| – | – | 0.02% | 218 |
|
|
2023
Q2 | $163K | Hold |
1,415
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $166K | Sell |
1,415
-125
| -8% | -$14.7K | 0.03% | 206 |
|
|
2022
Q4 | $177K | Sell |
1,540
-75
| -5% | -$8.62K | 0.03% | 194 |
|
|
2022
Q3 | $185K | Sell |
1,615
-425
| -21% | -$48.7K | 0.04% | 187 |
|
|
2022
Q2 | $243K | Buy |
2,040
+360
| +21% | +$42.9K | 0.05% | 159 |
|
|
2022
Q1 | $205K | Sell |
1,680
-3,080
| -65% | -$376K | 0.04% | 176 |
|
|
2021
Q4 | $612K | Buy |
4,760
+310
| +7% | +$39.9K | 0.11% | 104 |
|
|
2021
Q3 | $579K | Sell |
4,450
-40
| -0.9% | -$5.2K | 0.12% | 99 |
|
|
2021
Q2 | $586K | Hold |
4,490
| – | – | 0.12% | 101 |
|
|
2021
Q1 | $583K | Sell |
4,490
-170
| -4% | -$22.1K | 0.13% | 94 |
|
|
2020
Q4 | $620K | Sell |
4,660
-49
| -1% | -$6.52K | 0.14% | 83 |
|
|
2020
Q3 | $629K | Sell |
4,709
-180
| -4% | -$24K | 0.15% | 80 |
|
|
2020
Q2 | $654K | Sell |
4,889
-2,231
| -31% | -$298K | 0.17% | 78 |
|
|
2020
Q1 | $949K | Sell |
7,120
-2,156
| -23% | -$287K | 0.28% | 65 |
|
|
2019
Q4 | $1.17M | Sell |
9,276
-1,198
| -11% | -$151K | 0.27% | 60 |
|
|
2019
Q3 | $1.33M | Sell |
10,474
-3,547
| -25% | -$450K | 0.34% | 53 |
|
|
2019
Q2 | $1.76M | Sell |
14,021
-356
| -2% | -$44.8K | 0.45% | 49 |
|
|
2019
Q1 | $1.77M | Sell |
14,377
-6,036
| -30% | -$744K | 0.46% | 44 |
|
|
2018
Q4 | $2.48M | Sell |
20,413
-5,928
| -23% | -$720K | 0.67% | 39 |
|
|
2018
Q3 | $3.14M | Buy |
26,341
+596
| +2% | +$71K | 0.82% | 28 |
|
|
2018
Q2 | $3.09M | Buy |
25,745
+1,812
| +8% | +$217K | 0.85% | 28 |
|
|
2018
Q1 | $2.89M | Buy |
23,933
+856
| +4% | +$103K | 0.8% | 30 |
|
|
2017
Q4 | $2.82M | Sell |
23,077
-560
| -2% | -$68.4K | 0.81% | 26 |
|
|
2017
Q3 | $2.92M | Buy |
23,637
+3,893
| +20% | +$481K | 0.89% | 25 |
|
|
2017
Q2 | $2.44M | Buy |
19,744
+3,136
| +19% | +$388K | 0.79% | 29 |
|
|
2017
Q1 | $2.04M | Buy |
16,608
+8,418
| +103% | +$1.04M | 0.67% | 33 |
|
|
2016
Q4 | $1M | Buy |
+8,190
| New | +$1M | 0.35% | 53 |
|