Arkadios Wealth Advisors’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 | $563K | Sell |
4,724
-3,242
| -41% | -$386K | 0.02% | 786 |
|
|
2025
Q1 | $941K | Buy |
7,966
+4,889
| +159% | +$578K | 0.04% | 477 |
|
|
2024
Q4 | $356K | Sell |
3,077
-289
| -9% | -$33.4K | 0.02% | 665 |
|
|
2024
Q3 | $403K | Buy |
3,366
+601
| +22% | +$71.9K | 0.02% | 625 |
|
|
2024
Q2 | $319K | Buy |
2,765
+412
| +18% | +$47.6K | 0.02% | 615 |
|
|
2024
Q1 | $273K | Buy |
2,353
+485
| +26% | +$56.2K | 0.02% | 565 |
|
|
2023
Q4 | $219K | Buy |
+1,868
| New | +$219K | 0.02% | 624 |
|
|
2023
Q2 | – | Sell |
-1,792
| Closed | -$211K | – | 627 |
|
|
2023
Q1 | $211K | Buy |
+1,792
| New | +$211K | 0.03% | 556 |
|
|
2021
Q4 | – | Sell |
-168
| Closed | -$21K | – | 1129 |
|
|
2021
Q3 | $21K | Hold |
168
| – | – | ﹤0.01% | 1191 |
|
|
2021
Q2 | $21K | Sell |
168
-109
| -39% | -$13.6K | ﹤0.01% | 1262 |
|
|
2021
Q1 | $35K | Buy |
+277
| New | +$35K | 0.01% | 799 |
|
|
2020
Q2 | – | Sell |
-61
| Closed | -$8.09K | – | 1041 |
|
|
2020
Q1 | $8.09K | Hold |
61
| – | – | 0.01% | 684 |
|
|
2019
Q4 | $7.71K | Buy |
+61
| New | +$7.71K | ﹤0.01% | 637 |
|