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TPG Financial Advisors’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 | $5.87M | Buy |
49,252
+18,667
| +61% | +$2.22M | 2.35% | 20 |
|
|
2025
Q1 | $3.61M | Sell |
30,585
-16,165
| -35% | -$1.91M | 1.6% | 22 |
|
|
2024
Q4 | $5.4M | Buy |
46,750
+7,178
| +18% | +$829K | 2.35% | 17 |
|
|
2024
Q3 | $4.73M | Buy |
39,572
+2,775
| +8% | +$332K | 2.13% | 15 |
|
|
2024
Q2 | $4.25M | Buy |
+36,797
| New | +$4.25M | 2.01% | 16 |
|
|
2023
Q4 | $3.33M | Sell |
28,596
-160
| -0.6% | -$18.7K | 1.7% | 19 |
|
|
2023
Q3 | $3.25M | Sell |
28,756
-4,994
| -15% | -$565K | 1.68% | 19 |
|
|
2023
Q2 | $3.89M | Buy |
+33,750
| New | +$3.89M | 2.04% | 18 |
|