Congress 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 | $1.77M | Buy |
14,862
+4,480
| +43% | +$534K | 0.02% | 579 |
|
|
2025
Q1 | $1.23M | Sell |
10,382
-441
| -4% | -$52.1K | 0.01% | 586 |
|
|
2024
Q4 | $1.25M | Buy |
10,823
+6,608
| +157% | +$764K | 0.02% | 487 |
|
|
2024
Q3 | $504K | Sell |
4,215
-272
| -6% | -$32.5K | 0.01% | 635 |
|
|
2024
Q2 | $518K | Buy |
4,487
+43
| +1% | +$4.97K | 0.01% | 533 |
|
|
2024
Q1 | $515K | Sell |
4,444
-13
| -0.3% | -$1.51K | 0.01% | 449 |
|
|
2023
Q4 | $522K | Sell |
4,457
-1,304
| -23% | -$153K | 0.01% | 456 |
|
|
2023
Q3 | $652K | Sell |
5,761
-624
| -10% | -$70.6K | 0.01% | 418 |
|
|
2023
Q2 | $736K | Sell |
6,385
-51
| -0.8% | -$5.88K | 0.02% | 372 |
|
|
2023
Q1 | $757K | Buy |
6,436
+270
| +4% | +$31.8K | 0.02% | 375 |
|
|
2022
Q4 | $708K | Buy |
6,166
+562
| +10% | +$64.6K | 0.02% | 371 |
|
|
2022
Q3 | $641K | Buy |
5,604
+377
| +7% | +$43.1K | 0.02% | 379 |
|
|
2022
Q2 | $623K | Sell |
5,227
-1,945
| -27% | -$232K | 0.02% | 380 |
|
|
2022
Q1 | $875K | Sell |
7,172
-284
| -4% | -$34.6K | 0.02% | 372 |
|
|
2021
Q4 | $959K | Buy |
+7,456
| New | +$959K | 0.02% | 373 |
|