Daymark Wealth Partners’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 | $1.1M | Sell |
9,251
-1,502
| -14% | -$179K | 0.04% | 248 |
|
|
2025
Q1 | $1.27M | Sell |
10,753
-25,237
| -70% | -$2.98M | 0.05% | 212 |
|
|
2024
Q4 | $4.16M | Buy |
35,990
+2,627
| +8% | +$304K | 0.18% | 104 |
|
|
2024
Q3 | $3.99M | Buy |
33,363
+972
| +3% | +$116K | 0.17% | 112 |
|
|
2024
Q2 | $3.74M | Buy |
32,391
+8,611
| +36% | +$994K | 0.17% | 109 |
|
|
2024
Q1 | $2.75M | Sell |
23,780
-123
| -0.5% | -$14.2K | 0.15% | 111 |
|
|
2023
Q4 | $2.8M | Buy |
23,903
+15,856
| +197% | +$1.86M | 0.17% | 101 |
|
|
2023
Q3 | $911K | Buy |
8,047
+4,966
| +161% | +$562K | 0.06% | 178 |
|
|
2023
Q2 | $355K | Buy |
+3,081
| New | +$355K | 0.03% | 278 |
|