Atria Wealth Solutions’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 | $11.3M | Sell |
94,951
-43,139
| -31% | -$5.14M | 0.26% | 87 |
|
|
2025
Q1 | $16.3M | Sell |
138,090
-644
| -0.5% | -$76.1K | 0.2% | 111 |
|
|
2024
Q4 | $16M | Buy |
138,734
+1,692
| +1% | +$196K | 0.18% | 118 |
|
|
2024
Q3 | $16.4M | Buy |
137,042
+2,777
| +2% | +$332K | 0.18% | 121 |
|
|
2024
Q2 | $15.5M | Buy |
134,265
+6,390
| +5% | +$738K | 0.17% | 123 |
|
|
2024
Q1 | $14.8M | Sell |
127,875
-2,110
| -2% | -$244K | 0.17% | 133 |
|
|
2023
Q4 | $15.2M | Sell |
129,985
-5,766
| -4% | -$675K | 0.19% | 111 |
|
|
2023
Q3 | $15.4M | Sell |
135,751
-3,120
| -2% | -$353K | 0.22% | 102 |
|
|
2023
Q2 | $16M | Buy |
138,871
+14,773
| +12% | +$1.7M | 0.22% | 102 |
|
|
2023
Q1 | $14.6M | Sell |
124,098
-39,712
| -24% | -$4.67M | 0.22% | 100 |
|
|
2022
Q4 | $18.8M | Buy |
163,810
+13,362
| +9% | +$1.54M | 0.3% | 79 |
|
|
2022
Q3 | $17.2M | Buy |
150,448
+57,010
| +61% | +$6.52M | 0.3% | 75 |
|
|
2022
Q2 | $11.2M | Sell |
93,438
-10,502
| -10% | -$1.25M | 0.21% | 101 |
|
|
2022
Q1 | $12.7M | Buy |
+103,940
| New | +$12.7M | 0.21% | 101 |
|