Corient Private Wealth’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 | $5.76M | Buy |
48,392
+2,364
| +5% | +$282K | 0.01% | 724 |
|
|
2025
Q1 | $5.44M | Buy |
46,028
+1,528
| +3% | +$181K | 0.01% | 664 |
|
|
2024
Q4 | $5.14M | Sell |
44,500
-20,411
| -31% | -$2.36M | 0.01% | 687 |
|
|
2024
Q3 | $7.76M | Buy |
64,911
+16,494
| +34% | +$1.97M | 0.01% | 611 |
|
|
2024
Q2 | $5.59M | Buy |
48,417
+9,042
| +23% | +$1.04M | 0.01% | 677 |
|
|
2024
Q1 | $4.56M | Sell |
39,375
-177,465
| -82% | -$20.6M | 0.01% | 727 |
|
|
2023
Q4 | $25.4M | Buy |
216,840
+673
| +0.3% | +$78.8K | 0.05% | 339 |
|
|
2023
Q3 | $24.5M | Buy |
216,167
+194,455
| +896% | +$22M | 0.06% | 302 |
|
|
2023
Q2 | $2.5M | Buy |
21,712
+1,633
| +8% | +$188K | 0.01% | 834 |
|
|
2023
Q1 | $2.36M | Buy |
+20,079
| New | +$2.36M | 0.01% | 784 |
|