Aries 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 | $386K | Hold |
3,238
| – | – | 0.1% | 158 |
|
|
2025
Q1 | $383K | Hold |
3,238
| – | – | 0.1% | 162 |
|
|
2024
Q4 | $374K | Hold |
3,238
| – | – | 0.1% | 163 |
|
|
2024
Q3 | $387K | Buy |
3,238
+91
| +3% | +$10.9K | 0.11% | 160 |
|
|
2024
Q2 | $363K | Hold |
3,147
| – | – | 0.11% | 144 |
|
|
2024
Q1 | $364K | Buy |
3,147
+172
| +6% | +$19.9K | 0.12% | 144 |
|
|
2023
Q4 | $348K | Hold |
2,975
| – | – | 0.12% | 140 |
|
|
2023
Q3 | $335K | Hold |
2,975
| – | – | 0.13% | 138 |
|
|
2023
Q2 | $343K | Hold |
2,975
| – | – | 0.13% | 140 |
|
|
2023
Q1 | $350K | Sell |
2,975
-96
| -3% | -$11.3K | 0.14% | 137 |
|
|
2022
Q4 | $353K | Buy |
3,071
+320
| +12% | +$36.8K | 0.15% | 130 |
|
|
2022
Q3 | $312K | Buy |
+2,751
| New | +$312K | 0.14% | 136 |
|
|
2022
Q2 | – | Sell |
-9,390
| Closed | -$1.15M | – | 194 |
|
|
2022
Q1 | $1.15M | Buy |
+9,390
| New | +$1.15M | 0.5% | 40 |
|