Ameritas Advisory Services’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 |
+946
| New | +$113K | 0.01% | 945 |
|
2024
Q1 | – | Sell |
-4,533
| Closed | -$530K | – | 893 |
|
2023
Q4 | $530K | Sell |
4,533
-151
| -3% | -$17.7K | 0.03% | 417 |
|
2023
Q3 | $530K | Buy |
+4,684
| New | +$530K | 0.03% | 489 |
|
2023
Q2 | – | Sell |
-983
| Closed | -$116K | – | 1496 |
|
2023
Q1 | $116K | Buy |
+983
| New | +$116K | 0.01% | 948 |
|