Woodward Diversified 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 | $457K | Buy |
3,835
+1,453
| +61% | +$173K | 0.23% | 98 |
|
|
2025
Q1 | $281K | Buy |
2,382
+163
| +7% | +$19.3K | 0.2% | 105 |
|
|
2024
Q4 | $256K | Sell |
2,219
-852
| -28% | -$98.4K | 0.19% | 104 |
|
|
2024
Q3 | $367K | Buy |
3,071
+66
| +2% | +$7.89K | 0.23% | 107 |
|
|
2024
Q2 | $347K | Sell |
3,005
-1,230
| -29% | -$142K | 0.2% | 111 |
|
|
2024
Q1 | $490K | Sell |
4,235
-2,484
| -37% | -$288K | 0.3% | 91 |
|
|
2023
Q4 | $787K | Sell |
6,719
-378
| -5% | -$44.3K | 0.49% | 54 |
|
|
2023
Q3 | $803K | Buy |
7,097
+304
| +4% | +$34.4K | 0.58% | 54 |
|
|
2023
Q2 | $783K | Buy |
6,793
+946
| +16% | +$109K | 0.59% | 49 |
|
|
2023
Q1 | $688K | Buy |
5,847
+884
| +18% | +$104K | 0.54% | 53 |
|
|
2022
Q4 | $570K | Buy |
4,963
+157
| +3% | +$18K | 0.46% | 57 |
|
|
2022
Q3 | $549K | Buy |
4,806
+481
| +11% | +$54.9K | 0.45% | 51 |
|
|
2022
Q2 | $516K | Sell |
4,325
-301
| -7% | -$35.9K | 0.39% | 64 |
|
|
2022
Q1 | $565K | Buy |
4,626
+1
| +0% | +$122 | 0.37% | 74 |
|
|
2021
Q4 | $595K | Buy |
4,625
+1,325
| +40% | +$170K | 0.35% | 73 |
|
|
2021
Q3 | $430K | Sell |
3,300
-639
| -16% | -$83.3K | 0.27% | 98 |
|
|
2021
Q2 | $514K | Sell |
3,939
-66
| -2% | -$8.61K | 0.29% | 89 |
|
|
2021
Q1 | $520K | Buy |
4,005
+1,466
| +58% | +$190K | 0.31% | 84 |
|
|
2020
Q4 | $338K | Buy |
+2,539
| New | +$338K | 0.22% | 101 |
|