Avantax Advisory Services’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 | $9.99M | Buy |
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2025
Q1 | $9.6M | Buy |
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|
2024
Q4 | $9.29M | Buy |
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|
2024
Q3 | $4.67M | Buy |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $304K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.08M | Buy |
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