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Tranquilli Financial Advisor’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 | $2.69M | Buy |
22,566
+11,955
| +113% | +$1.42M | 1.66% | 21 |
|
|
2025
Q1 | $1.25M | Buy |
10,611
+5,122
| +93% | +$605K | 0.79% | 36 |
|
|
2024
Q4 | $634K | Sell |
5,489
-3,057
| -36% | -$353K | 0.4% | 60 |
|
|
2024
Q3 | $1.02M | Buy |
8,546
+1,602
| +23% | +$192K | 0.64% | 43 |
|
|
2024
Q2 | $797K | Buy |
6,944
+246
| +4% | +$28.2K | 0.53% | 47 |
|
|
2024
Q1 | $776K | Buy |
+6,698
| New | +$776K | 0.52% | 51 |
|
|
2023
Q3 | – | Sell |
-7,666
| Closed | -$884K | – | 102 |
|
|
2023
Q2 | $884K | Buy |
7,666
+1,229
| +19% | +$142K | 0.63% | 32 |
|
|
2023
Q1 | $757K | Buy |
+6,437
| New | +$757K | 0.57% | 34 |
|