Concord Wealth Partners’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 | $2.07M | Sell |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $153K | Hold |
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|
2024
Q3 | $159K | Hold |
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|
2024
Q2 | $153K | Hold |
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|
2024
Q1 | $154K | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $13K | Buy |
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