TCPG
Trivant Custom Portfolio Group’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 | – | Sell |
-499
| Closed | -$58.9K | – | 147 |
|
|
2025
Q1 | $58.9K | Buy |
499
+397
| +389% | +$46.9K | 0.03% | 92 |
|
|
2024
Q4 | $11.8K | Hold |
102
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $12.2K | Hold |
102
| – | – | 0.01% | 131 |
|
|
2024
Q2 | $11.8K | Hold |
102
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $11.8K | Hold |
102
| – | – | 0.01% | 151 |
|
|
2023
Q4 | $11.9K | Sell |
102
-201
| -66% | -$23.5K | 0.01% | 166 |
|
|
2023
Q3 | $34.3K | Sell |
303
-29
| -9% | -$3.28K | 0.03% | 110 |
|
|
2023
Q2 | $38.3K | Sell |
332
-55
| -14% | -$6.34K | 0.03% | 122 |
|
|
2023
Q1 | $45.5K | Buy |
+387
| New | +$45.5K | 0.03% | 127 |
|