DWM
Darwin Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
44,610
-3,819
| -8% | -$455K | 1.84% | 13 |
|
|
2025
Q1 | $5.6M | Hold |
48,429
| – | – | 1.88% | 13 |
|
|
2024
Q4 | $5.6M | Sell |
48,429
-8,348
| -15% | -$965K | 1.88% | 13 |
|
|
2024
Q3 | $6.79M | Buy |
+56,777
| New | +$6.79M | 1.86% | 13 |
|
|
2020
Q2 | – | Sell |
-119
| Closed | -$15K | – | 422 |
|
|
2020
Q1 | $15K | Buy |
+119
| New | +$15K | ﹤0.01% | 399 |
|