AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Sell |
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|
2025
Q1 | $20.1M | Buy |
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|
2024
Q4 | $17.8M | Sell |
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|
2024
Q3 | $22.3M | Sell |
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|
2024
Q2 | $26.9M | Buy |
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|
2024
Q1 | $21.9M | Sell |
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|
2023
Q4 | $39.9M | Sell |
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|
2023
Q3 | $40M | Sell |
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|
2023
Q2 | $43.3M | Sell |
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|
2023
Q1 | $57M | Buy |
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|
2022
Q4 | $36.1M | Buy |
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|
2022
Q3 | $34.9M | Sell |
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|
2022
Q2 | $40.4M | Sell |
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|
2022
Q1 | $44.5M | Buy |
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|
2021
Q4 | $45M | Buy |
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|
2021
Q3 | $43.8M | Buy |
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|
2021
Q2 | $40.5M | Buy |
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|
2021
Q1 | $31.2M | Buy |
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|
2020
Q4 | $17.1M | Sell |
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|
2020
Q3 | $24.2M | Sell |
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|
2020
Q2 | $24.5M | Buy |
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|
2020
Q1 | $10M | Buy |
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|
2019
Q4 | $2.29M | Sell |
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|
2019
Q3 | $6.35M | Buy |
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|
2019
Q2 | $388K | Buy |
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|
2019
Q1 | $236K | Sell |
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|
2018
Q4 | $255K | Sell |
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|
2018
Q3 | $261K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $317K | Buy |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $242K | Buy |
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