AIM
Acropolis Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Buy |
36,641
+6,789
| +23% | +$808K | 0.24% | 41 |
|
|
2025
Q1 | $3.53M | Sell |
29,852
-1,781
| -6% | -$210K | 0.21% | 47 |
|
|
2024
Q4 | $3.66M | Buy |
31,633
+1,605
| +5% | +$185K | 0.22% | 45 |
|
|
2024
Q3 | $3.59M | Sell |
30,028
-1,276
| -4% | -$153K | 0.21% | 44 |
|
|
2024
Q2 | $3.61M | Sell |
31,304
-6,327
| -17% | -$731K | 0.23% | 43 |
|
|
2024
Q1 | $4.36M | Sell |
37,631
-1,798
| -5% | -$208K | 0.29% | 37 |
|
|
2023
Q4 | $4.62M | Sell |
39,429
-14,136
| -26% | -$1.66M | 0.32% | 36 |
|
|
2023
Q3 | $6.06M | Sell |
53,565
-35,819
| -40% | -$4.05M | 0.47% | 28 |
|
|
2023
Q2 | $10.3M | Buy |
89,384
+4,586
| +5% | +$529K | 0.81% | 22 |
|
|
2023
Q1 | $9.98M | Sell |
84,798
-1,264
| -1% | -$149K | 0.82% | 20 |
|
|
2022
Q4 | $9.89M | Buy |
86,062
+9,636
| +13% | +$1.11M | 0.89% | 17 |
|
|
2022
Q3 | $8.73M | Sell |
76,426
-45,982
| -38% | -$5.25M | 0.89% | 17 |
|
|
2022
Q2 | $14.6M | Buy |
122,408
+14,538
| +13% | +$1.73M | 1.44% | 13 |
|
|
2022
Q1 | $13.2M | Buy |
107,870
+42,393
| +65% | +$5.17M | 1.2% | 15 |
|
|
2021
Q4 | $8.43M | Buy |
65,477
+15,668
| +31% | +$2.02M | 0.76% | 17 |
|
|
2021
Q3 | $5.68M | Buy |
49,809
+3,708
| +8% | +$423K | 0.68% | 19 |
|
|
2021
Q2 | $6.02M | Sell |
46,101
-1,230
| -3% | -$161K | 0.58% | 20 |
|
|
2021
Q1 | $6.15M | Buy |
47,331
+36,768
| +348% | +$4.78M | 0.63% | 19 |
|
|
2020
Q4 | $1.41M | Hold |
10,563
| – | – | 0.15% | 61 |
|
|
2020
Q3 | $1.41M | Hold |
10,563
| – | – | 0.17% | 50 |
|
|
2020
Q2 | $1.41M | Sell |
10,563
-1,144
| -10% | -$153K | 0.19% | 48 |
|
|
2020
Q1 | $1.56M | Sell |
11,707
-469
| -4% | -$62.5K | 0.24% | 35 |
|
|
2019
Q4 | $1.53M | Buy |
12,176
+434
| +4% | +$54.6K | 0.21% | 45 |
|
|
2019
Q3 | $1.49M | Buy |
11,742
+265
| +2% | +$33.6K | 0.21% | 43 |
|
|
2019
Q2 | $1.44M | Hold |
11,477
| – | – | 0.22% | 45 |
|
|
2019
Q1 | $1.41M | Sell |
11,477
-95
| -0.8% | -$11.7K | 0.22% | 43 |
|
|
2018
Q4 | $1.41M | Buy |
11,572
+5,877
| +103% | +$714K | 0.24% | 40 |
|
|
2018
Q3 | $678K | Sell |
5,695
-1,905
| -25% | -$227K | 0.11% | 73 |
|
|
2018
Q2 | $912K | Sell |
7,600
-1,370
| -15% | -$164K | 0.15% | 60 |
|
|
2018
Q1 | $1.08M | Buy |
8,970
+4,360
| +95% | +$526K | 0.18% | 64 |
|
|
2017
Q4 | $563K | Buy |
4,610
+350
| +8% | +$42.7K | 0.09% | 83 |
|
|
2017
Q3 | $526K | Sell |
4,260
-525
| -11% | -$64.8K | 0.09% | 82 |
|
|
2017
Q2 | $591K | Sell |
4,785
-45
| -0.9% | -$5.56K | 0.1% | 81 |
|
|
2017
Q1 | $594K | Sell |
4,830
-3,075
| -39% | -$378K | 0.1% | 80 |
|
|
2016
Q4 | $968K | Buy |
7,905
+4,595
| +139% | +$563K | 0.18% | 66 |
|
|
2016
Q3 | $419K | Hold |
3,310
| – | – | 0.08% | 89 |
|
|
2016
Q2 | $422K | Buy |
3,310
+280
| +9% | +$35.7K | 0.08% | 93 |
|
|
2016
Q1 | $382K | Sell |
3,030
-100
| -3% | -$12.6K | 0.07% | 96 |
|
|
2015
Q4 | $384K | Buy |
3,130
+1,115
| +55% | +$137K | 0.08% | 92 |
|
|
2015
Q3 | $251K | Buy |
2,015
+525
| +35% | +$65.4K | 0.05% | 106 |
|
|
2015
Q2 | $183K | Buy |
1,490
+245
| +20% | +$30.1K | 0.04% | 115 |
|
|
2015
Q1 | $155K | Hold |
1,245
| – | – | 0.03% | 127 |
|
|
2014
Q4 | $152K | Hold |
1,245
| – | – | 0.03% | 128 |
|
|
2014
Q3 | $151K | Buy |
+1,245
| New | +$151K | 0.03% | 130 |
|
|
2013
Q4 | – | Sell |
-5,970
| Closed | -$724K | – | 123 |
|
|
2013
Q3 | $724K | Buy |
+5,970
| New | +$724K | 0.15% | 69 |
|