Chemistry Wealth Management’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 | $277K | Hold |
2,323
| – | – | 0.06% | 159 |
|
|
2025
Q1 | $274K | Hold |
2,323
| – | – | 0.06% | 149 |
|
|
2024
Q4 | $268K | Sell |
2,323
-460
| -17% | -$53.2K | 0.06% | 145 |
|
|
2024
Q3 | $333K | Sell |
2,783
-94
| -3% | -$11.2K | 0.08% | 128 |
|
|
2024
Q2 | $332K | Sell |
2,877
-273
| -9% | -$31.5K | 0.09% | 127 |
|
|
2024
Q1 | $365K | Sell |
3,150
-67
| -2% | -$7.76K | 0.1% | 120 |
|
|
2023
Q4 | $377K | Buy |
3,217
+32
| +1% | +$3.75K | 0.11% | 110 |
|
|
2023
Q3 | $360K | Sell |
3,185
-295
| -8% | -$33.4K | 0.12% | 109 |
|
|
2023
Q2 | $401K | Hold |
3,480
| – | – | 0.13% | 104 |
|
|
2023
Q1 | $409K | Buy |
3,480
+405
| +13% | +$47.6K | 0.14% | 101 |
|
|
2022
Q4 | $353K | Sell |
3,075
-959
| -24% | -$110K | 0.14% | 100 |
|
|
2022
Q3 | $461K | Hold |
4,034
| – | – | 0.18% | 86 |
|
|
2022
Q2 | $481K | Hold |
4,034
| – | – | 0.18% | 87 |
|
|
2022
Q1 | $492K | Buy |
+4,034
| New | +$492K | 0.17% | 86 |
|