Delap Wealth Advisory’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 | $2.67M | Sell |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $2.75M | Sell |
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|
2024
Q2 | $2.72M | Buy |
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|
2024
Q1 | $2.66M | Sell |
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|
2023
Q4 | $5.93M | Buy |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.7M | Buy |
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|
2022
Q4 | $2.57M | Buy |
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