Waterloo Capital’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 | $1.83M | Buy |
+15,404
| New | +$1.83M | 0.15% | 139 |
|
|
2024
Q4 | – | Sell |
-2,304
| Closed | -$276K | – | 376 |
|
|
2024
Q3 | $276K | Buy |
+2,304
| New | +$276K | 0.03% | 304 |
|
|
2023
Q3 | – | Sell |
-2,596
| Closed | -$299K | – | 209 |
|
|
2023
Q2 | $299K | Buy |
2,596
+50
| +2% | +$5.76K | 0.09% | 136 |
|
|
2023
Q1 | $300K | Buy |
+2,546
| New | +$300K | 0.09% | 131 |
|