Dakota 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 | $204K | Sell |
1,716
-292
| -15% | -$34.8K | ﹤0.01% | 730 |
|
|
2025
Q1 | $237K | Buy |
2,008
+77
| +4% | +$9.1K | 0.01% | 672 |
|
|
2024
Q4 | $223K | Buy |
+1,931
| New | +$223K | 0.01% | 685 |
|
|
2022
Q1 | – | Sell |
-9,727
| Closed | -$1.25M | – | 463 |
|
|
2021
Q4 | $1.25M | Sell |
9,727
-1,292
| -12% | -$166K | 0.13% | 144 |
|
|
2021
Q3 | $1.43M | Buy |
11,019
+1,822
| +20% | +$237K | 0.16% | 139 |
|
|
2021
Q2 | $1.2M | Buy |
9,197
+706
| +8% | +$92.1K | 0.14% | 141 |
|
|
2021
Q1 | $1.1M | Sell |
8,491
-563
| -6% | -$73.1K | 0.14% | 138 |
|
|
2020
Q4 | $1.2M | Buy |
9,054
+393
| +5% | +$52.3K | 0.16% | 133 |
|
|
2020
Q3 | $1.16M | Buy |
8,661
+385
| +5% | +$51.4K | 0.18% | 107 |
|
|
2020
Q2 | $1.11M | Buy |
8,276
+273
| +3% | +$36.5K | 0.19% | 115 |
|
|
2020
Q1 | $1.07M | Buy |
8,003
+24
| +0.3% | +$3.2K | 0.23% | 98 |
|
|
2019
Q4 | $1M | Buy |
7,979
+1,232
| +18% | +$155K | 0.16% | 125 |
|
|
2019
Q3 | $856K | Buy |
6,747
+1,868
| +38% | +$237K | 0.15% | 146 |
|
|
2019
Q2 | $613K | Buy |
4,879
+3,151
| +182% | +$396K | 0.12% | 155 |
|
|
2019
Q1 | $213K | Buy |
+1,728
| New | +$213K | 0.04% | 276 |
|