Delap Wealth Advisory’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 | $2.67M | Sell |
22,381
-424
| -2% | -$50.5K | 1.28% | 20 |
|
|
2025
Q1 | $2.69M | Buy |
22,805
+65
| +0.3% | +$7.68K | 1.5% | 18 |
|
|
2024
Q4 | $2.63M | Sell |
22,740
-235
| -1% | -$27.2K | 1.57% | 17 |
|
|
2024
Q3 | $2.75M | Sell |
22,975
-572
| -2% | -$68.4K | 1.74% | 17 |
|
|
2024
Q2 | $2.72M | Buy |
23,547
+536
| +2% | +$61.9K | 1.25% | 20 |
|
|
2024
Q1 | $2.66M | Sell |
23,011
-27,575
| -55% | -$3.19M | 1.08% | 20 |
|
|
2023
Q4 | $5.93M | Buy |
50,586
+30,045
| +146% | +$3.52M | 2.68% | 9 |
|
|
2023
Q3 | $2.32M | Buy |
20,541
+418
| +2% | +$47.3K | 2.25% | 13 |
|
|
2023
Q2 | $2.32M | Sell |
20,123
-2,823
| -12% | -$325K | 2.27% | 13 |
|
|
2023
Q1 | $2.7M | Buy |
22,946
+576
| +3% | +$67.8K | 2.77% | 12 |
|
|
2022
Q4 | $2.57M | Buy |
+22,370
| New | +$2.57M | 2.69% | 10 |
|