9WM
9258 Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.11M | Sell |
34,393
-1,508
| -4% | -$180K | 0.61% | 32 |
|
|
2024
Q2 | $4.15M | Sell |
35,901
-3,539
| -9% | -$409K | 0.64% | 32 |
|
|
2024
Q1 | $4.57M | Sell |
39,440
-29
| -0.1% | -$3.36K | 0.71% | 28 |
|
|
2023
Q4 | $4.62M | Buy |
39,469
+1,610
| +4% | +$189K | 0.81% | 26 |
|
|
2023
Q3 | $4.28M | Sell |
37,859
-705
| -2% | -$79.8K | 0.83% | 24 |
|
|
2023
Q2 | $4.44M | Buy |
38,564
+2,060
| +6% | +$237K | 0.84% | 25 |
|
|
2023
Q1 | $4.29M | Buy |
36,504
+1,122
| +3% | +$132K | 0.87% | 26 |
|
|
2022
Q4 | $4.07M | Buy |
35,382
+3,700
| +12% | +$425K | 0.88% | 26 |
|
|
2022
Q3 | $3.62M | Buy |
31,682
+3,402
| +12% | +$389K | 0.93% | 24 |
|
|
2022
Q2 | $3.38M | Buy |
28,280
+1,334
| +5% | +$159K | 0.87% | 20 |
|
|
2022
Q1 | $3.29M | Buy |
26,946
+688
| +3% | +$84K | 0.76% | 22 |
|
|
2021
Q4 | $3.38M | Buy |
26,258
+3,455
| +15% | +$445K | 0.77% | 23 |
|
|
2021
Q3 | $2.97M | Buy |
22,803
+2,353
| +12% | +$306K | 0.79% | 20 |
|
|
2021
Q2 | $2.67M | Buy |
20,450
+2,099
| +11% | +$274K | 0.72% | 26 |
|
|
2021
Q1 | $2.38M | Buy |
18,351
+3,683
| +25% | +$478K | 0.72% | 23 |
|
|
2020
Q4 | $1.95M | Buy |
14,668
+2,319
| +19% | +$308K | 0.64% | 26 |
|
|
2020
Q3 | $1.64M | Buy |
12,349
+6,949
| +129% | +$923K | 0.62% | 27 |
|
|
2020
Q2 | $722K | Buy |
5,400
+2,096
| +63% | +$280K | 0.29% | 93 |
|
|
2020
Q1 | $440K | Buy |
+3,304
| New | +$440K | 0.19% | 136 |
|