AE Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

AE Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.4M	Sell	154,177 -15,594	-9%	-$1.86M	0.13%	173
2025 Q1	$20.1M	Buy	169,771 +15,694	+10%	+$1.85M	0.17%	148
2024 Q4	$17.8M	Sell	154,077 -31,977	-17%	-$3.69M	0.15%	158
2024 Q3	$22.3M	Sell	186,054 -46,524	-20%	-$5.56M	0.2%	118
2024 Q2	$26.9M	Buy	232,578 +43,727	+23%	+$5.05M	0.27%	88
2024 Q1	$21.9M	Sell	188,851 -153,637	-45%	-$17.8M	0.25%	103
2023 Q4	$39.9M	Sell	342,488 -11,194	-3%	-$1.3M	0.2%	105
2023 Q3	$40M	Sell	353,682 -21,703	-6%	-$2.46M	0.24%	83
2023 Q2	$43.3M	Sell	375,385 -109,171	-23%	-$12.6M	0.26%	73
2023 Q1	$57M	Buy	484,556 +170,756	+54%	+$20.1M	0.37%	39
2022 Q4	$36.1M	Buy	313,800 +8,277	+3%	+$951K	0.26%	77
2022 Q3	$34.9M	Sell	305,523 -32,757	-10%	-$3.74M	0.28%	73
2022 Q2	$40.4M	Sell	338,280 -26,237	-7%	-$3.13M	0.32%	66
2022 Q1	$44.5M	Buy	364,517 +14,886	+4%	+$1.82M	0.31%	68
2021 Q4	$45M	Buy	349,631 +13,016	+4%	+$1.67M	0.31%	66
2021 Q3	$43.8M	Buy	336,615 +26,716	+9%	+$3.48M	0.36%	56
2021 Q2	$40.5M	Buy	309,899 +69,803	+29%	+$9.11M	0.35%	64
2021 Q1	$31.2M	Buy	240,096 +111,792	+87%	+$14.5M	0.31%	71
2020 Q4	$17.1M	Sell	128,304 -52,646	-29%	-$7M	0.19%	124
2020 Q3	$24.2M	Sell	180,950 -2,580	-1%	-$345K	0.35%	61
2020 Q2	$24.5M	Buy	183,530 +108,316	+144%	+$14.5M	0.38%	52
2020 Q1	$10M	Buy	75,214 +57,038	+314%	+$7.61M	0.23%	88
2019 Q4	$2.29M	Sell	18,176 -31,922	-64%	-$4.01M	0.05%	313
2019 Q3	$6.35M	Buy	50,098 +47,013	+1,524%	+$5.96M	0.18%	104
2019 Q2	$388K	Buy	3,085 +1,169	+61%	+$147K	0.01%	658
2019 Q1	$236K	Sell	1,916 -183	-9%	-$22.5K	0.02%	550
2018 Q4	$255K	Sell	2,099 -90	-4%	-$10.9K	0.04%	390
2018 Q3	$261K	Buy	+2,189	New	+$261K	0.01%	483
2018 Q1	–	Sell	-2,598	Closed	-$317K	–	445
2017 Q4	$317K	Buy	2,598 +675	+35%	+$82.4K	0.03%	305
2017 Q3	$237K	Sell	1,923 -36	-2%	-$4.44K	0.02%	353
2017 Q2	$242K	Buy	+1,959	New	+$242K	0.03%	327