Wayfinding Financial’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 | – | Sell |
-857
| Closed | -$101K | – | 411 |
|
2025
Q1 | $101K | Buy |
+857
| New | +$101K | 0.04% | 228 |
|
2024
Q1 | – | Sell |
-1,917
| Closed | -$224K | – | 128 |
|
2023
Q4 | $224K | Sell |
1,917
-640
| -25% | -$74.8K | 0.15% | 99 |
|
2023
Q3 | $288K | Buy |
2,557
+229
| +10% | +$25.8K | 0.22% | 79 |
|
2023
Q2 | $267K | Buy |
2,328
+247
| +12% | +$28.3K | 0.19% | 88 |
|
2023
Q1 | $244K | Buy |
+2,081
| New | +$244K | 0.19% | 92 |
|