BSW Wealth Partners’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 | $560K | Sell |
4,704
-425
| -8% | -$50.6K | 0.08% | 145 |
|
|
2025
Q1 | $606K | Sell |
5,129
-3,503
| -41% | -$414K | 0.09% | 133 |
|
|
2024
Q4 | $997K | Buy |
+8,632
| New | +$997K | 0.15% | 87 |
|
|
2024
Q3 | – | Sell |
-1,801
| Closed | -$208K | – | 313 |
|
|
2024
Q2 | $208K | Sell |
1,801
-4,820
| -73% | -$557K | 0.03% | 275 |
|
|
2024
Q1 | $767K | Sell |
6,621
-15,072
| -69% | -$1.75M | 0.13% | 96 |
|
|
2023
Q4 | $2.54M | Buy |
+21,693
| New | +$2.54M | 0.5% | 33 |
|
|
2023
Q1 | – | Sell |
-15,933
| Closed | -$1.83M | – | 325 |
|
|
2022
Q4 | $1.83M | Buy |
+15,933
| New | +$1.83M | 0.39% | 38 |
|