Dakota Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
2025
Q1
$237K Buy
2024
Q4
$223K Buy
2022
Q1
Sell
2021
Q4
$1.25M Sell
2021
Q3
$1.43M Buy
2021
Q2
$1.2M Buy
2021
Q1
$1.1M Sell
2020
Q4
$1.2M Buy
2020
Q3
$1.16M Buy
2020
Q2
$1.11M Buy
2020
Q1
$1.07M Buy
2019
Q4
$1M Buy
2019
Q3
$856K Buy
2019
Q2
$613K Buy
2019
Q1
$213K Buy