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
2024
Q2
$4.15M Sell
2024
Q1
$4.57M Sell
2023
Q4
$4.62M Buy
2023
Q3
$4.28M Sell
2023
Q2
$4.44M Buy
2023
Q1
$4.29M Buy
2022
Q4
$4.07M Buy
2022
Q3
$3.62M Buy
2022
Q2
$3.38M Buy
2022
Q1
$3.29M Buy
2021
Q4
$3.38M Buy
2021
Q3
$2.97M Buy
2021
Q2
$2.67M Buy
2021
Q1
$2.38M Buy
2020
Q4
$1.95M Buy
2020
Q3
$1.64M Buy
2020
Q2
$722K Buy
2020
Q1
$440K Buy