Avion Wealth’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 | $25K | Buy |
216
+114
| +112% | +$13.2K | 0.01% | 281 |
|
|
2025
Q1 | $11K | Hold |
102
| – | – | ﹤0.01% | 378 |
|
|
2024
Q4 | $11K | Hold |
102
| – | – | ﹤0.01% | 378 |
|
|
2024
Q3 | $12K | Buy |
102
+1
| +1% | +$118 | ﹤0.01% | 342 |
|
|
2024
Q2 | $11K | Buy |
+101
| New | +$11K | ﹤0.01% | 314 |
|
|
2023
Q1 | – | Sell |
-874
| Closed | -$99K | – | 647 |
|
|
2022
Q4 | $99K | Hold |
874
| – | – | 0.03% | 100 |
|
|
2022
Q3 | $100K | Buy |
874
+424
| +94% | +$48.5K | 0.03% | 100 |
|
|
2022
Q2 | $54K | Buy |
+450
| New | +$54K | 0.02% | 136 |
|