Apollon Wealth Management’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 | $664K | Buy |
5,575
+333
| +6% | +$39.7K | 0.01% | 691 |
|
|
2025
Q1 | $619K | Sell |
5,242
-191
| -4% | -$22.6K | 0.01% | 657 |
|
|
2024
Q4 | $628K | Buy |
5,433
+272
| +5% | +$31.4K | 0.01% | 665 |
|
|
2024
Q3 | $617K | Sell |
5,161
-95
| -2% | -$11.4K | 0.02% | 631 |
|
|
2024
Q2 | $607K | Sell |
5,256
-469
| -8% | -$54.2K | 0.02% | 607 |
|
|
2024
Q1 | $663K | Sell |
5,725
-1,167
| -17% | -$135K | 0.02% | 598 |
|
|
2023
Q4 | $807K | Buy |
6,892
+4,542
| +193% | +$532K | 0.03% | 522 |
|
|
2023
Q3 | $266K | Sell |
2,350
-125
| -5% | -$14.1K | 0.01% | 742 |
|
|
2023
Q2 | $285K | Sell |
2,475
-3
| -0.1% | -$346 | 0.01% | 757 |
|
|
2023
Q1 | $291K | Buy |
+2,478
| New | +$291K | 0.02% | 682 |
|
|
2022
Q3 | – | Sell |
-2,326
| Closed | -$278K | – | 831 |
|
|
2022
Q2 | $278K | Buy |
2,326
+314
| +16% | +$37.5K | 0.02% | 585 |
|
|
2022
Q1 | $246K | Buy |
+2,012
| New | +$246K | 0.02% | 642 |
|