Austin 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 | $14.3M | Buy |
121,160
+18,570
| +18% | +$2.2M | 2.55% | 12 |
|
|
2025
Q1 | $12.1M | Buy |
102,590
+3,150
| +3% | +$372K | 2.43% | 12 |
|
|
2024
Q4 | $11.5M | Buy |
99,440
+3,600
| +4% | +$416K | 2.38% | 13 |
|
|
2024
Q3 | $11.4M | Buy |
95,840
+4,830
| +5% | +$575K | 2.5% | 11 |
|
|
2024
Q2 | $10.6M | Buy |
91,010
+3,144
| +4% | +$366K | 2.48% | 11 |
|
|
2024
Q1 | $10.1M | Buy |
87,866
+4,669
| +6% | +$536K | 2.5% | 12 |
|
|
2023
Q4 | $9.59M | Buy |
83,197
+4,565
| +6% | +$526K | 2.57% | 10 |
|
|
2023
Q3 | $8.96M | Buy |
+78,632
| New | +$8.96M | 2.77% | 10 |
|