Aries Wealth Management’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 | $386K | Hold |
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|
2025
Q1 | $383K | Hold |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $348K | Hold |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.15M | Buy |
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