Avantax Advisory Services’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 | $9.99M | Buy |
83,923
+2,634
| +3% | +$314K | 0.05% | 270 |
|
|
2025
Q1 | $9.6M | Buy |
81,289
+914
| +1% | +$108K | 0.06% | 259 |
|
|
2024
Q4 | $9.29M | Buy |
80,375
+41,321
| +106% | +$4.77M | 0.06% | 244 |
|
|
2024
Q3 | $4.67M | Buy |
39,054
+2,997
| +8% | +$358K | 0.03% | 407 |
|
|
2024
Q2 | $4.16M | Buy |
36,057
+17,250
| +92% | +$1.99M | 0.03% | 425 |
|
|
2024
Q1 | $2.18M | Sell |
18,807
-8,325
| -31% | -$964K | 0.02% | 523 |
|
|
2023
Q4 | $3.18M | Buy |
27,132
+8,703
| +47% | +$1.02M | 0.03% | 386 |
|
|
2023
Q3 | $2.09M | Buy |
18,429
+7,866
| +74% | +$890K | 0.02% | 448 |
|
|
2023
Q2 | $1.22M | Buy |
10,563
+348
| +3% | +$40.1K | 0.01% | 617 |
|
|
2023
Q1 | $1.2M | Buy |
10,215
+7,413
| +265% | +$872K | 0.01% | 597 |
|
|
2022
Q4 | $322K | Buy |
2,802
+82
| +3% | +$9.42K | ﹤0.01% | 1072 |
|
|
2022
Q3 | $311K | Buy |
2,720
+67
| +3% | +$7.66K | ﹤0.01% | 987 |
|
|
2022
Q2 | $317K | Sell |
2,653
-45
| -2% | -$5.38K | ﹤0.01% | 983 |
|
|
2022
Q1 | $330K | Buy |
2,698
+983
| +57% | +$120K | ﹤0.01% | 954 |
|
|
2021
Q4 | $221K | Sell |
1,715
-636
| -27% | -$82K | ﹤0.01% | 1128 |
|
|
2021
Q3 | $304K | Buy |
+2,351
| New | +$304K | 0.01% | 923 |
|
|
2020
Q4 | – | Sell |
-8,115
| Closed | -$1.08M | – | 1124 |
|
|
2020
Q3 | $1.08M | Buy |
+8,115
| New | +$1.08M | 0.02% | 519 |
|