Vista Capital Partners’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 | $366K | Sell |
3,074
-207
| -6% | -$24.7K | 0.04% | 85 |
|
|
2025
Q1 | $388K | Sell |
3,281
-49
| -1% | -$5.79K | 0.05% | 64 |
|
|
2024
Q4 | $385K | Hold |
3,330
| – | – | 0.04% | 73 |
|
|
2024
Q3 | $398K | Sell |
3,330
-19
| -0.6% | -$2.27K | 0.05% | 66 |
|
|
2024
Q2 | $387K | Hold |
3,349
| – | – | 0.05% | 61 |
|
|
2024
Q1 | $388K | Sell |
3,349
-42
| -1% | -$4.86K | 0.05% | 60 |
|
|
2023
Q4 | $397K | Buy |
3,391
+15
| +0.4% | +$1.76K | 0.05% | 56 |
|
|
2023
Q3 | $382K | Buy |
3,376
+17
| +0.5% | +$1.92K | 0.06% | 50 |
|
|
2023
Q2 | $387K | Sell |
3,359
-23
| -0.7% | -$2.65K | 0.05% | 55 |
|
|
2023
Q1 | $398K | Sell |
3,382
-191
| -5% | -$22.5K | 0.06% | 55 |
|
|
2022
Q4 | $411K | Sell |
3,573
-186
| -5% | -$21.4K | 0.06% | 48 |
|
|
2022
Q3 | $430K | Sell |
3,759
-16
| -0.4% | -$1.83K | 0.07% | 41 |
|
|
2022
Q2 | $451K | Sell |
3,775
-103
| -3% | -$12.3K | 0.07% | 41 |
|
|
2022
Q1 | $473K | Sell |
3,878
-865
| -18% | -$106K | 0.06% | 47 |
|
|
2021
Q4 | $610K | Hold |
4,743
| – | – | 0.08% | 37 |
|
|
2021
Q3 | $617K | Sell |
4,743
-7
| -0.1% | -$911 | 0.09% | 37 |
|
|
2021
Q2 | $620K | Buy |
4,750
+65
| +1% | +$8.48K | 0.09% | 36 |
|
|
2021
Q1 | $609K | Sell |
4,685
-435
| -8% | -$56.5K | 0.09% | 35 |
|
|
2020
Q4 | $681K | Sell |
5,120
-222
| -4% | -$29.5K | 0.11% | 29 |
|
|
2020
Q3 | $714K | Sell |
5,342
-33
| -0.6% | -$4.41K | 0.13% | 26 |
|
|
2020
Q2 | $718K | Sell |
5,375
-77
| -1% | -$10.3K | 0.14% | 25 |
|
|
2020
Q1 | $726K | Sell |
5,452
-1,519
| -22% | -$202K | 0.17% | 21 |
|
|
2019
Q4 | $876K | Buy |
6,971
+124
| +2% | +$15.6K | 0.16% | 26 |
|
|
2019
Q3 | $868K | Sell |
6,847
-305
| -4% | -$38.7K | 0.17% | 24 |
|
|
2019
Q2 | $899K | Sell |
7,152
-145
| -2% | -$18.2K | 0.18% | 20 |
|
|
2019
Q1 | $898K | Sell |
7,297
-17
| -0.2% | -$2.09K | 0.18% | 18 |
|
|
2018
Q4 | $887K | Sell |
7,314
-33
| -0.4% | -$4K | 0.21% | 17 |
|
|
2018
Q3 | $875K | Sell |
7,347
-355
| -5% | -$42.3K | 0.18% | 16 |
|
|
2018
Q2 | $924K | Hold |
7,702
| – | – | 0.2% | 14 |
|
|
2018
Q1 | $929K | Sell |
7,702
-1,126
| -13% | -$136K | 0.21% | 12 |
|
|
2017
Q4 | $1.08M | Sell |
8,828
-415
| -4% | -$50.7K | 0.24% | 11 |
|
|
2017
Q3 | $1.14M | Sell |
9,243
-155
| -2% | -$19.2K | 0.28% | 8 |
|
|
2017
Q2 | $1.16M | Buy |
9,398
+82
| +0.9% | +$10.1K | 0.29% | 8 |
|
|
2017
Q1 | $1.15M | Hold |
9,316
| – | – | 0.3% | 10 |
|
|
2016
Q4 | $1.14M | Sell |
9,316
-1,205
| -11% | -$148K | 0.31% | 9 |
|
|
2016
Q3 | $1.33M | Sell |
10,521
-550
| -5% | -$69.6K | 0.38% | 8 |
|
|
2016
Q2 | $1.41M | Sell |
11,071
-30
| -0.3% | -$3.82K | 0.42% | 6 |
|
|
2016
Q1 | $1.4M | Sell |
11,101
-260
| -2% | -$32.7K | 0.43% | 6 |
|
|
2015
Q4 | $1.39M | Sell |
11,361
-1,168
| -9% | -$143K | 0.44% | 6 |
|
|
2015
Q3 | $1.56M | Sell |
12,529
-840
| -6% | -$105K | 0.52% | 6 |
|
|
2015
Q2 | $1.64M | Sell |
13,369
-530
| -4% | -$65.2K | 0.52% | 6 |
|
|
2015
Q1 | $1.73M | Buy |
13,899
+131
| +1% | +$16.3K | 0.53% | 6 |
|
|
2014
Q4 | $1.68M | Sell |
13,768
-1,710
| -11% | -$209K | 0.53% | 6 |
|
|
2014
Q3 | $1.88M | Sell |
15,478
-995
| -6% | -$121K | 0.62% | 7 |
|
|
2014
Q2 | $2.01M | Buy |
16,473
+130
| +0.8% | +$15.8K | 0.65% | 7 |
|
|
2014
Q1 | $1.97M | Sell |
16,343
-3,218
| -16% | -$388K | 0.68% | 7 |
|
|
2013
Q4 | $2.35M | Sell |
19,561
-599
| -3% | -$71.9K | 0.84% | 6 |
|
|
2013
Q3 | $2.45M | Sell |
20,160
-1,291
| -6% | -$157K | 0.94% | 6 |
|
|
2013
Q2 | $2.59M | Buy |
+21,451
| New | +$2.59M | 1.01% | 8 |
|