Centennial Wealth Advisory’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 | $2.93M | Sell |
24,621
-3,302
| -12% | -$393K | 0.93% | 17 |
|
|
2025
Q1 | $3.3M | Buy |
27,923
+1,549
| +6% | +$183K | 1.2% | 16 |
|
|
2024
Q4 | $3.05M | Sell |
26,374
-651
| -2% | -$75.2K | 1.2% | 15 |
|
|
2024
Q3 | $3.23M | Sell |
27,025
-5,136
| -16% | -$614K | 1.26% | 15 |
|
|
2024
Q2 | $3.71M | Buy |
32,161
+5,419
| +20% | +$626K | 1.61% | 12 |
|
|
2024
Q1 | $3.1M | Buy |
26,742
+5,225
| +24% | +$605K | 1.43% | 13 |
|
|
2023
Q4 | $2.52M | Sell |
21,517
-6,023
| -22% | -$705K | 1.29% | 13 |
|
|
2023
Q3 | $3.12M | Buy |
27,540
+186
| +0.7% | +$21K | 1.68% | 21 |
|
|
2023
Q2 | $3.15M | Sell |
27,354
-489
| -2% | -$56.4K | 1.64% | 19 |
|
|
2023
Q1 | $3.28M | Buy |
27,843
+3,106
| +13% | +$365K | 1.74% | 16 |
|
|
2022
Q4 | $2.84M | Sell |
24,737
-4,612
| -16% | -$530K | 1.59% | 17 |
|
|
2022
Q3 | $3.35M | Sell |
29,349
-1,897
| -6% | -$217K | 1.97% | 12 |
|
|
2022
Q2 | $3.73M | Sell |
31,246
-3,090
| -9% | -$369K | 2.09% | 16 |
|
|
2022
Q1 | $4.19M | Buy |
34,336
+4,853
| +16% | +$592K | 2.29% | 12 |
|
|
2021
Q4 | $3.79M | Sell |
29,483
-9,736
| -25% | -$1.25M | 2.14% | 14 |
|
|
2021
Q3 | $5.11M | Sell |
39,219
-1,248
| -3% | -$162K | 3.05% | 10 |
|
|
2021
Q2 | $5.28M | Buy |
40,467
+12,164
| +43% | +$1.59M | 3.3% | 8 |
|
|
2021
Q1 | $3.68M | Buy |
28,303
+5,717
| +25% | +$743K | 2.43% | 13 |
|
|
2020
Q4 | $3M | Buy |
+22,586
| New | +$3M | 2.13% | 14 |
|