Allworth Financial’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 | $2.01M | Buy |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $2.78M | Buy |
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $9.69M | Sell |
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|
2023
Q3 | $25.9M | Sell |
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|
2023
Q2 | $33M | Sell |
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|
2023
Q1 | $36.3M | Buy |
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|
2022
Q4 | $35.1M | Buy |
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|
2022
Q3 | $33M | Buy |
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|
2022
Q2 | $27.2M | Buy |
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|
2022
Q1 | $20.6M | Buy |
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|
2021
Q4 | $17.3M | Buy |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $511K | Sell |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $551K | Buy |
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|
2020
Q2 | $532K | Buy |
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|
2020
Q1 | $527K | Sell |
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|
2019
Q4 | $612K | Sell |
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|
2019
Q3 | $643K | Buy |
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|
2019
Q2 | $630K | Buy |
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|
2019
Q1 | $591K | Sell |
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|
2018
Q4 | $587K | Sell |
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|
2018
Q3 | $608K | Buy |
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|
2018
Q2 | $514K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Buy |
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