Clearstead Advisors’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
Q2 | $6.11M | Sell |
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|
2025
Q1 | $27.4M | Buy |
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|
2024
Q4 | $6.3M | Buy |
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|
2024
Q3 | $6.4M | Buy |
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|
2024
Q2 | $6M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $144K | Sell |
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|
2023
Q1 | $807K | Buy |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $646K | Buy |
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|
2022
Q2 | $655K | Sell |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $826K | Hold |
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|
2021
Q3 | $836K | Hold |
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|
2021
Q2 | $838K | Sell |
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|
2021
Q1 | $843K | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.15M | Hold |
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|
2020
Q1 | $1.15M | Hold |
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|
2019
Q4 | $1.08M | Hold |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $784K | Hold |
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|
2019
Q1 | $768K | Hold |
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|
2018
Q4 | $757K | Hold |
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|
2018
Q3 | $742K | Hold |
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|
2018
Q2 | $748K | Sell |
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|
2018
Q1 | $866K | Hold |
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|
2017
Q4 | $877K | Buy |
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