Cornerstone Wealth Group’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 | $633K | Sell |
5,313
-774
| -13% | -$92.2K | 0.05% | 167 |
|
|
2025
Q1 | $719K | Sell |
6,087
-357
| -6% | -$42.2K | 0.06% | 152 |
|
|
2024
Q4 | $745K | Buy |
6,444
+207
| +3% | +$23.9K | 0.06% | 143 |
|
|
2024
Q3 | $746K | Sell |
6,237
-2,078
| -25% | -$249K | 0.06% | 142 |
|
|
2024
Q2 | $960K | Buy |
8,315
+2,286
| +38% | +$264K | 0.09% | 128 |
|
|
2024
Q1 | $698K | Buy |
+6,029
| New | +$698K | 0.06% | 139 |
|
|
2023
Q4 | – | Sell |
-43,517
| Closed | -$4.92M | – | 150 |
|
|
2023
Q3 | $4.92M | Buy |
43,517
+1,857
| +4% | +$210K | 0.87% | 30 |
|
|
2023
Q2 | $4.8M | Buy |
+41,660
| New | +$4.8M | 0.87% | 36 |
|