Bartlett & Co Wealth Management’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 | $118K | Hold |
988
| – | – | ﹤0.01% | 515 |
|
|
2025
Q1 | $117K | Hold |
988
| – | – | ﹤0.01% | 522 |
|
|
2024
Q4 | $114K | Hold |
988
| – | – | ﹤0.01% | 523 |
|
|
2024
Q3 | $118K | Hold |
988
| – | – | ﹤0.01% | 524 |
|
|
2024
Q2 | $114K | Hold |
988
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $114K | Hold |
988
| – | – | ﹤0.01% | 529 |
|
|
2023
Q4 | $116K | Buy |
+988
| New | +$116K | ﹤0.01% | 553 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$835 | – | 1231 |
|
|
2022
Q2 | $835 | Buy |
+7
| New | +$835 | ﹤0.01% | 1249 |
|