B. Riley Wealth Advisors’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 | $226K | Buy |
+1,901
| New | +$226K | 0.01% | 812 |
|
|
2024
Q4 | $1.11M | Sell |
9,646
-13,416
| -58% | -$1.55M | 0.04% | 421 |
|
|
2024
Q3 | $2.75M | Sell |
23,062
-3,845
| -14% | -$459K | 0.08% | 250 |
|
|
2024
Q2 | $3.11M | Sell |
26,907
-7,137
| -21% | -$824K | 0.08% | 235 |
|
|
2024
Q1 | $3.85M | Sell |
34,044
-17,152
| -34% | -$1.94M | 0.1% | 196 |
|
|
2023
Q4 | $6M | Buy |
51,196
+17,152
| +50% | +$2.01M | 0.16% | 142 |
|
|
2023
Q3 | $3.85M | Sell |
34,044
-1,512
| -4% | -$171K | 0.1% | 196 |
|
|
2023
Q2 | $4.1M | Buy |
35,556
+8,506
| +31% | +$980K | 0.09% | 224 |
|
|
2023
Q1 | $3.18M | Buy |
27,050
+22,494
| +494% | +$2.65M | 0.08% | 236 |
|
|
2022
Q4 | $523K | Buy |
4,556
+1,382
| +44% | +$159K | 0.01% | 771 |
|
|
2022
Q3 | $363K | Buy |
3,174
+1,285
| +68% | +$147K | 0.01% | 909 |
|
|
2022
Q2 | $226K | Sell |
1,889
-95
| -5% | -$11.4K | 0.01% | 996 |
|
|
2022
Q1 | $243K | Sell |
1,984
-17,413
| -90% | -$2.13M | 0.01% | 1118 |
|
|
2021
Q4 | $2.5M | Sell |
19,397
-144
| -0.7% | -$18.5K | 0.07% | 297 |
|
|
2021
Q3 | $2.54M | Sell |
19,541
-259
| -1% | -$33.7K | 0.08% | 278 |
|
|
2021
Q2 | $2.59M | Sell |
19,800
-18,328
| -48% | -$2.39M | 0.08% | 277 |
|
|
2021
Q1 | $4.95M | Buy |
+38,128
| New | +$4.95M | 0.18% | 138 |
|
|
2020
Q3 | – | Sell |
-1,762
| Closed | -$236K | – | 964 |
|
|
2020
Q2 | $236K | Buy |
+1,762
| New | +$236K | 0.02% | 712 |
|
|
2020
Q1 | – | Sell |
-6,569
| Closed | -$827K | – | 844 |
|
|
2019
Q4 | $827K | Sell |
6,569
-2,548
| -28% | -$321K | 0.07% | 273 |
|
|
2019
Q3 | $1.16M | Sell |
9,117
-109
| -1% | -$13.8K | 0.11% | 199 |
|
|
2019
Q2 | $1.16M | Buy |
9,226
+833
| +10% | +$105K | 0.13% | 182 |
|
|
2019
Q1 | $1.03M | Buy |
8,393
+940
| +13% | +$116K | 0.13% | 178 |
|
|
2018
Q4 | $905K | Buy |
7,453
+730
| +11% | +$88.6K | 0.13% | 172 |
|
|
2018
Q3 | $801K | Sell |
6,723
-173
| -3% | -$20.6K | 0.1% | 227 |
|
|
2018
Q2 | $828K | Buy |
+6,896
| New | +$828K | 0.11% | 203 |
|
|
2015
Q1 | – | Sell |
-377
| Closed | -$46 | – | 1227 |
|
|
2014
Q4 | $46 | Buy |
+377
| New | +$46 | ﹤0.01% | 2132 |
|
|
2014
Q3 | – | Sell |
-555
| Closed | -$67.6K | – | 1229 |
|
|
2014
Q2 | $67.6K | Buy |
+555
| New | +$67.6K | 0.02% | 889 |
|
|
2014
Q1 | – | Sell |
-4,964
| Closed | -$596K | – | 771 |
|
|
2013
Q4 | $596K | Sell |
4,964
-50,147
| -91% | -$6.02M | 0.19% | 129 |
|
|
2013
Q3 | $6.69M | Buy |
55,111
+51,977
| +1,658% | +$6.31M | 2.29% | 2 |
|
|
2013
Q2 | $378K | Buy |
+3,134
| New | +$378K | 0.13% | 184 |
|