Cerity Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214M | Sell |
1,799,516
-530,341
| -23% | -$63.2M | 0.38% | 47 |
|
|
2025
Q1 | $275M | Buy |
2,329,857
+120,856
| +5% | +$14.3M | 0.56% | 28 |
|
|
2024
Q4 | $255M | Buy |
2,209,001
+173,041
| +8% | +$20M | 0.55% | 29 |
|
|
2024
Q3 | $244M | Buy |
2,035,960
+142,904
| +8% | +$17.1M | 0.54% | 30 |
|
|
2024
Q2 | $219M | Sell |
1,893,056
-578,716
| -23% | -$66.8M | 0.58% | 27 |
|
|
2024
Q1 | $286M | Buy |
2,471,772
+242,337
| +11% | +$28.1M | 0.76% | 18 |
|
|
2023
Q4 | $261M | Buy |
2,229,435
+960,139
| +76% | +$112M | 0.86% | 15 |
|
|
2023
Q3 | $144M | Sell |
1,269,296
-4,640
| -0.4% | -$525K | 0.7% | 29 |
|
|
2023
Q2 | $147M | Buy |
1,273,936
+1,261,780
| +10,380% | +$145M | 0.57% | 33 |
|
|
2023
Q1 | $1.43M | Buy |
12,156
+3,392
| +39% | +$399K | ﹤0.01% | 834 |
|
|
2022
Q4 | $1.01M | Sell |
8,764
-630
| -7% | -$72.4K | 0.01% | 684 |
|
|
2022
Q3 | $1.07M | Buy |
9,394
+206
| +2% | +$23.6K | 0.01% | 499 |
|
|
2022
Q2 | $1.1M | Buy |
9,188
+66
| +0.7% | +$7.88K | 0.01% | 525 |
|
|
2022
Q1 | $1.11M | Buy |
9,122
+571
| +7% | +$69.7K | 0.02% | 427 |
|
|
2021
Q4 | $1.1M | Buy |
8,551
+1,571
| +23% | +$202K | 0.02% | 424 |
|
|
2021
Q3 | $909K | Buy |
6,980
+377
| +6% | +$49.1K | 0.02% | 375 |
|
|
2021
Q2 | $862K | Buy |
6,603
+329
| +5% | +$43K | 0.02% | 384 |
|
|
2021
Q1 | $815K | Sell |
6,274
-1,903
| -23% | -$247K | 0.02% | 374 |
|
|
2020
Q4 | $1.09M | Buy |
+8,177
| New | +$1.09M | 0.03% | 295 |
|