Charles Schwab Trust’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
Q3 | $656K | Sell |
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|
2025
Q2 | $655K | Sell |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $375K | Sell |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $348K | Buy |
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