Cary Street Partners Investment Advisory’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46K | Sell |
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2025
Q1 | $16.3K | Buy |
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|
2024
Q4 | $8.44K | Sell |
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|
2024
Q3 | $748K | Sell |
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|
2024
Q2 | $760K | Sell |
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|
2024
Q1 | $840K | Sell |
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|
2023
Q4 | $986K | Buy |
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|
2023
Q3 | $711K | Buy |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $59.4K | Buy |
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|
2022
Q4 | $57.4K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Buy |
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|
2018
Q4 | $331K | Buy |
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