Advisornet Financial’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
Q2 | $113K | Buy |
948
+890
| +1,534% | +$106K | 0.01% | 726 |
|
|
2025
Q1 | $6.85K | Buy |
+58
| New | +$6.85K | ﹤0.01% | 1504 |
|
|
2024
Q1 | – | Sell |
-23
| Closed | -$2.69K | – | 2252 |
|
|
2023
Q4 | $2.69K | Hold |
23
| – | – | ﹤0.01% | 1629 |
|
|
2023
Q3 | $2.6K | Hold |
23
| – | – | ﹤0.01% | 1569 |
|
|
2023
Q2 | $2.65K | Buy |
+23
| New | +$2.65K | ﹤0.01% | 1653 |
|
|
2023
Q1 | – | Sell |
-24
| Closed | -$2.76K | – | 2446 |
|
|
2022
Q4 | $2.76K | Buy |
+24
| New | +$2.76K | ﹤0.01% | 1597 |
|
|
2022
Q3 | – | Sell |
-367
| Closed | -$44K | – | 1917 |
|
|
2022
Q2 | $44K | Buy |
+367
| New | +$44K | ﹤0.01% | 895 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$90K | – | 2063 |
|
|
2021
Q4 | $90K | Hold |
700
| – | – | 0.01% | 842 |
|
|
2021
Q3 | $91K | Hold |
700
| – | – | 0.01% | 819 |
|
|
2021
Q2 | $91K | Sell |
700
-100
| -13% | -$13K | 0.01% | 804 |
|
|
2021
Q1 | $104K | Hold |
800
| – | – | 0.01% | 733 |
|
|
2020
Q4 | $106K | Sell |
800
-668
| -46% | -$88.5K | 0.01% | 669 |
|
|
2020
Q3 | $196K | Hold |
1,468
| – | – | 0.02% | 493 |
|
|
2020
Q2 | $196K | Sell |
1,468
-511
| -26% | -$68.2K | 0.02% | 497 |
|
|
2020
Q1 | $264K | Buy |
1,979
+61
| +3% | +$8.14K | 0.02% | 417 |
|
|
2019
Q4 | $241K | Hold |
1,918
| – | – | 0.02% | 466 |
|
|
2019
Q3 | $243K | Buy |
1,918
+400
| +26% | +$50.7K | 0.02% | 460 |
|
|
2019
Q2 | $191K | Buy |
1,518
+550
| +57% | +$69.2K | 0.02% | 455 |
|
|
2019
Q1 | $119K | Buy |
968
+900
| +1,324% | +$111K | 0.01% | 512 |
|
|
2018
Q4 | $8K | Hold |
68
| – | – | ﹤0.01% | 1145 |
|
|
2018
Q3 | $8K | Hold |
68
| – | – | ﹤0.01% | 1177 |
|
|
2018
Q2 | $8K | Hold |
68
| – | – | ﹤0.01% | 1199 |
|
|
2018
Q1 | $8K | Sell |
68
-11,513
| -99% | -$1.35M | ﹤0.01% | 1138 |
|
|
2017
Q4 | $1.42M | Buy |
+11,581
| New | +$1.42M | 0.22% | 97 |
|