Trajan Wealth’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 | $3.09M | Sell |
25,949
-2,195
| -8% | -$261K | 0.15% | 96 |
|
|
2025
Q1 | $3.32M | Buy |
28,144
+1,429
| +5% | +$169K | 0.18% | 97 |
|
|
2024
Q4 | $3.09M | Buy |
26,715
+46
| +0.2% | +$5.32K | 0.17% | 100 |
|
|
2024
Q3 | $3.19M | Sell |
26,669
-1,387
| -5% | -$166K | 0.19% | 99 |
|
|
2024
Q2 | $3.24M | Sell |
28,056
-1,702
| -6% | -$197K | 0.21% | 94 |
|
|
2024
Q1 | $3.45M | Buy |
+29,758
| New | +$3.45M | 0.23% | 94 |
|