Adams 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 | $307K | Sell |
2,597
-220
| -8% | -$26K | 0.06% | 108 |
|
|
2024
Q4 | $326K | Sell |
2,817
-510
| -15% | -$58.9K | 0.06% | 99 |
|
|
2024
Q3 | $398K | Sell |
3,327
-24
| -0.7% | -$2.87K | 0.09% | 93 |
|
|
2024
Q2 | $387K | Sell |
3,351
-594
| -15% | -$68.6K | 0.09% | 87 |
|
|
2024
Q1 | $457K | Buy |
3,945
+178
| +5% | +$20.6K | 0.11% | 82 |
|
|
2023
Q4 | $441K | Buy |
+3,767
| New | +$441K | 0.13% | 78 |
|