Core 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 | $976K | Buy |
8,195
+2,722
| +50% | +$324K | 0.5% | 52 |
|
|
2025
Q1 | $647K | Buy |
5,473
+673
| +14% | +$79.5K | 0.38% | 67 |
|
|
2024
Q4 | $555K | Buy |
4,800
+2,409
| +101% | +$278K | 0.32% | 69 |
|
|
2024
Q3 | $286K | Buy |
2,391
+588
| +33% | +$70.3K | 0.17% | 119 |
|
|
2024
Q2 | $208K | Sell |
1,803
-10
| -0.6% | -$1.16K | 0.14% | 139 |
|
|
2024
Q1 | $210K | Buy |
+1,813
| New | +$210K | 0.16% | 130 |
|
|
2023
Q3 | – | Sell |
-2,119
| Closed | -$244K | – | 111 |
|
|
2023
Q2 | $244K | Buy |
+2,119
| New | +$244K | 0.23% | 85 |
|