Charles Schwab 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $314M | Sell |
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|
2023
Q4 | $326M | Sell |
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|
2023
Q3 | $364M | Buy |
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|
2023
Q2 | $279M | Sell |
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|
2023
Q1 | $289M | Sell |
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|
2022
Q4 | $328M | Buy |
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|
2022
Q3 | $188M | Sell |
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|
2022
Q2 | $410M | Buy |
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|
2022
Q1 | $7.52M | Buy |
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|
2021
Q4 | $7.23M | Buy |
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|
2021
Q3 | $7.05M | Sell |
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|
2021
Q2 | $7.31M | Sell |
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|
2021
Q1 | $10M | Buy |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $9.45M | Sell |
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|
2020
Q2 | $9.83M | Sell |
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|
2020
Q1 | $55.1M | Sell |
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|
2019
Q4 | $66.2M | Buy |
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|
2019
Q3 | $66.6M | Sell |
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|
2019
Q2 | $68.7M | Sell |
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|
2019
Q1 | $69.6M | Sell |
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|
2018
Q4 | $76M | Buy |
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|
2018
Q3 | $52.4M | Buy |
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|
2018
Q2 | $8.03M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $86.7M | Buy |
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|
2017
Q2 | $86M | Buy |
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|
2017
Q1 | $85.2M | Buy |
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|
2016
Q4 | $83.8M | Buy |
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|
2016
Q3 | $86.6M | Buy |
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|
2016
Q2 | $86.5M | Buy |
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|
2016
Q1 | $33.5M | Buy |
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|
2015
Q4 | $32M | Sell |
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|
2015
Q3 | $76.9M | Buy |
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|
2015
Q2 | $75.3M | Buy |
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|
2015
Q1 | $66.1M | Buy |
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|
2014
Q4 | $63.5M | Sell |
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|
2014
Q3 | $94.8M | Buy |
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|
2014
Q2 | $89.2M | Buy |
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|
2014
Q1 | $83.4M | Buy |
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|
2013
Q4 | $78.9M | Sell |
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|
2013
Q3 | $175M | Buy |
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|
2013
Q2 | $22.4M | Buy |
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