Axxcess Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.59M | Buy |
55,351
+780
| +1% | +$92.9K | 0.15% | 114 |
|
|
2025
Q1 | $6.45M | Buy |
54,571
+13,596
| +33% | +$1.61M | 0.17% | 110 |
|
|
2024
Q4 | $4.73M | Sell |
40,975
-22,216
| -35% | -$2.57M | 0.11% | 143 |
|
|
2024
Q3 | $7.56M | Sell |
63,191
-1,329
| -2% | -$159K | 0.19% | 95 |
|
|
2024
Q2 | $7.45M | Sell |
64,520
-246
| -0.4% | -$28.4K | 0.2% | 92 |
|
|
2024
Q1 | $7.5M | Buy |
64,766
+38,923
| +151% | +$4.51M | 0.21% | 91 |
|
|
2023
Q4 | $3.03M | Buy |
25,843
+3,520
| +16% | +$412K | 0.09% | 180 |
|
|
2023
Q3 | $2.53M | Buy |
22,323
+17,741
| +387% | +$2.01M | 0.09% | 172 |
|
|
2023
Q2 | $528K | Sell |
4,582
-105,632
| -96% | -$12.2M | 0.04% | 342 |
|
|
2023
Q1 | $13M | Buy |
110,214
+3,538
| +3% | +$416K | 0.98% | 14 |
|
|
2022
Q4 | $12.3M | Sell |
106,676
-3,322
| -3% | -$382K | 1.01% | 14 |
|
|
2022
Q3 | $12.6M | Buy |
109,998
+100,154
| +1,017% | +$11.4M | 1.19% | 11 |
|
|
2022
Q2 | $1.18M | Buy |
9,844
+89
| +0.9% | +$10.6K | 0.11% | 162 |
|
|
2022
Q1 | $1.19M | Buy |
9,755
+5,508
| +130% | +$672K | 0.09% | 185 |
|
|
2021
Q4 | $546K | Buy |
+4,247
| New | +$546K | 0.04% | 335 |
|