Townsend Asset Management’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
$4.17K Hold
35
﹤0.01% 165
2025
Q1
$4.14K Buy
+35
New +$4.14K ﹤0.01% 164
2024
Q4
Sell
-35
Closed -$4.19K 191
2024
Q3
$4.19K Hold
35
﹤0.01% 184
2024
Q2
$4.04K Hold
35
﹤0.01% 183
2024
Q1
$4.05K Sell
35
-115
-77% -$13.3K ﹤0.01% 183
2023
Q4
$17.6K Hold
150
0.01% 159
2023
Q3
$17K Hold
150
0.01% 155
2023
Q2
$17.3K Hold
150
0.01% 164
2023
Q1
$17.7K Hold
150
0.01% 168
2022
Q4
$17.3K Buy
150
+35
+30% +$4.03K 0.01% 170
2022
Q3
$13K Buy
115
+1
+0.9% +$113 0.01% 168
2022
Q2
$14K Hold
114
0.01% 184
2022
Q1
$14K Hold
114
0.01% 186
2021
Q4
$15K Hold
114
0.01% 188
2021
Q3
$15K Buy
114
+1
+0.9% +$132 0.01% 182
2021
Q2
$15K Hold
113
0.01% 174
2021
Q1
$15K Hold
113
0.01% 161
2020
Q4
$15K Hold
113
0.01% 161
2020
Q3
$15K Hold
113
0.01% 157
2020
Q2
$15K Buy
113
+1
+0.9% +$133 0.01% 160
2020
Q1
$15K Hold
112
0.02% 150
2019
Q4
$14K Buy
+112
New +$14K 0.01% 171