Betterment LLC’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 | $893K | Sell |
7,501
-964
| -11% | -$115K | ﹤0.01% | 282 |
|
|
2025
Q1 | $1M | Buy |
8,465
+211
| +3% | +$24.9K | ﹤0.01% | 255 |
|
|
2024
Q4 | $954K | Buy |
8,254
+664
| +9% | +$76.7K | ﹤0.01% | 256 |
|
|
2024
Q3 | $908K | Buy |
7,590
+1,924
| +34% | +$230K | ﹤0.01% | 248 |
|
|
2024
Q2 | $654K | Buy |
5,666
+59
| +1% | +$6.81K | ﹤0.01% | 260 |
|
|
2024
Q1 | $649K | Buy |
5,607
+470
| +9% | +$54.4K | ﹤0.01% | 236 |
|
|
2023
Q4 | $602K | Buy |
5,137
+2,810
| +121% | +$329K | ﹤0.01% | 215 |
|
|
2023
Q3 | $263K | Sell |
2,327
-6,597
| -74% | -$746K | ﹤0.01% | 271 |
|
|
2023
Q2 | $1.03M | Buy |
8,924
+1,673
| +23% | +$193K | ﹤0.01% | 151 |
|
|
2023
Q1 | $853K | Buy |
7,251
+3,400
| +88% | +$400K | ﹤0.01% | 164 |
|
|
2022
Q4 | $442K | Buy |
+3,851
| New | +$442K | ﹤0.01% | 194 |
|
|
2019
Q4 | – | Sell |
-4,751
| Closed | -$597K | – | 113 |
|
|
2019
Q3 | $597K | Hold |
4,751
| – | – | ﹤0.01% | 87 |
|
|
2019
Q2 | $597K | Sell |
4,751
-12,041
| -72% | -$1.51M | ﹤0.01% | 87 |
|
|
2019
Q1 | $2.07M | Sell |
16,792
-22,655
| -57% | -$2.79M | 0.01% | 68 |
|
|
2018
Q4 | $4.79M | Buy |
39,447
+12,337
| +46% | +$1.5M | 0.03% | 49 |
|
|
2018
Q3 | $3.23M | Sell |
27,110
-4,766
| -15% | -$567K | 0.02% | 51 |
|
|
2018
Q2 | $3.83M | Buy |
31,876
+5,142
| +19% | +$617K | 0.03% | 43 |
|
|
2018
Q1 | $3.2M | Buy |
26,734
+13,640
| +104% | +$1.63M | 0.02% | 48 |
|
|
2017
Q4 | $1.6M | Buy |
13,094
+7,189
| +122% | +$878K | 0.01% | 50 |
|
|
2017
Q3 | $729K | Buy |
5,905
+1,340
| +29% | +$165K | 0.01% | 62 |
|
|
2017
Q2 | $564K | Buy |
4,565
+2,403
| +111% | +$297K | 0.01% | 56 |
|
|
2017
Q1 | $266K | Buy |
2,162
+221
| +11% | +$27.2K | ﹤0.01% | 64 |
|
|
2016
Q4 | $238K | Buy |
+1,941
| New | +$238K | ﹤0.01% | 58 |
|