Concord Wealth Partners’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 | $2.07M | Sell |
17,412
-4,055
| -19% | -$483K | 0.3% | 81 |
|
|
2025
Q1 | $2.54M | Buy |
21,467
+20,139
| +1,516% | +$2.38M | 0.42% | 62 |
|
|
2024
Q4 | $153K | Hold |
1,328
| – | – | 0.03% | 211 |
|
|
2024
Q3 | $159K | Hold |
1,328
| – | – | 0.03% | 221 |
|
|
2024
Q2 | $153K | Hold |
1,328
| – | – | 0.03% | 216 |
|
|
2024
Q1 | $154K | Sell |
1,328
-516
| -28% | -$59.8K | 0.03% | 230 |
|
|
2023
Q4 | $216K | Sell |
1,844
-391
| -17% | -$45.8K | 0.04% | 188 |
|
|
2023
Q3 | $253K | Sell |
2,235
-66
| -3% | -$7.47K | 0.05% | 173 |
|
|
2023
Q2 | $265K | Buy |
2,301
+7
| +0.3% | +$807 | 0.06% | 164 |
|
|
2023
Q1 | $270K | Buy |
2,294
+68
| +3% | +$8K | 0.08% | 127 |
|
|
2022
Q4 | $256K | Buy |
+2,226
| New | +$256K | 0.08% | 140 |
|
|
2022
Q3 | – | Sell |
-128
| Closed | -$15K | – | 604 |
|
|
2022
Q2 | $15K | Buy |
128
+22
| +21% | +$2.58K | ﹤0.01% | 607 |
|
|
2022
Q1 | $13K | Buy |
+106
| New | +$13K | ﹤0.01% | 714 |
|