Accurate Wealth Management’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
Q1 | – | Sell |
-3,792
| Closed | -$435K | – | 387 |
|
|
2024
Q4 | $435K | Sell |
3,792
-317
| -8% | -$36.4K | 0.08% | 224 |
|
|
2024
Q3 | $485K | Buy |
4,109
+1,681
| +69% | +$198K | 0.1% | 199 |
|
|
2024
Q2 | $283K | Buy |
+2,428
| New | +$283K | 0.07% | 243 |
|
|
2023
Q1 | – | Sell |
-190
| Closed | -$22.1K | – | 795 |
|
|
2022
Q4 | $22.1K | Buy |
+190
| New | +$22.1K | 0.01% | 651 |
|