9258 Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.11M | Sell |
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|
2024
Q2 | $4.15M | Sell |
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|
2024
Q1 | $4.57M | Sell |
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|
2023
Q4 | $4.62M | Buy |
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|
2023
Q3 | $4.28M | Sell |
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|
2023
Q2 | $4.44M | Buy |
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|
2023
Q1 | $4.29M | Buy |
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|
2022
Q4 | $4.07M | Buy |
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|
2022
Q3 | $3.62M | Buy |
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|
2022
Q2 | $3.38M | Buy |
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|
2022
Q1 | $3.29M | Buy |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $2.97M | Buy |
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|
2021
Q2 | $2.67M | Buy |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $1.95M | Buy |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $722K | Buy |
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|
2020
Q1 | $440K | Buy |
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