Arete Wealth Advisors’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 | $796K | Sell |
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2025
Q1 | $906K | Sell |
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|
2024
Q4 | $901K | Sell |
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|
2024
Q3 | $977K | Buy |
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|
2024
Q2 | $695K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $234M | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $769K | Sell |
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|
2020
Q3 | $815K | Sell |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.45M | Buy |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $530K | Buy |
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|
2019
Q1 | $511K | Buy |
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