Axxcess Wealth Management’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 | $6.59M | Buy |
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|
2025
Q1 | $6.45M | Buy |
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|
2024
Q4 | $4.73M | Sell |
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|
2024
Q3 | $7.56M | Sell |
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|
2024
Q2 | $7.45M | Sell |
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|
2024
Q1 | $7.5M | Buy |
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|
2023
Q4 | $3.03M | Buy |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $12.3M | Sell |
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|
2022
Q3 | $12.6M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $546K | Buy |
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