Bogart Wealth 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 | $26.8K | Hold |
225
| – | – | ﹤0.01% | 567 |
|
|
2025
Q1 | $26.6K | Hold |
225
| – | – | ﹤0.01% | 519 |
|
|
2024
Q4 | $26K | Hold |
225
| – | – | ﹤0.01% | 523 |
|
|
2024
Q3 | $26.9K | Buy |
225
+180
| +400% | +$21.5K | ﹤0.01% | 503 |
|
|
2024
Q2 | $5.2K | Hold |
45
| – | – | ﹤0.01% | 781 |
|
|
2024
Q1 | $5.21K | Hold |
45
| – | – | ﹤0.01% | 759 |
|
|
2023
Q4 | $5.27K | Hold |
45
| – | – | ﹤0.01% | 736 |
|
|
2023
Q3 | $5.09K | Hold |
45
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $5.19K | Sell |
45
-523
| -92% | -$60.3K | ﹤0.01% | 699 |
|
|
2023
Q1 | $66.8K | Hold |
568
| – | – | ﹤0.01% | 281 |
|
|
2022
Q4 | $65.3K | Hold |
568
| – | – | ﹤0.01% | 274 |
|
|
2022
Q3 | $65K | Hold |
568
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $68K | Buy |
+568
| New | +$68K | 0.01% | 248 |
|