DAS
Diversify Advisory Services’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 | $8.71M | Buy |
73,321
+30,271
| +70% | +$3.6M | 0.33% | 50 |
|
|
2025
Q1 | $5.13M | Sell |
43,050
-1,125
| -3% | -$134K | 0.32% | 52 |
|
|
2024
Q4 | $5.07M | Sell |
44,175
-8,783
| -17% | -$1.01M | 0.28% | 53 |
|
|
2024
Q3 | $6.21M | Buy |
52,958
+389
| +0.7% | +$45.6K | 0.33% | 54 |
|
|
2024
Q2 | $6.09M | Buy |
52,569
+8,285
| +19% | +$959K | 0.33% | 56 |
|
|
2024
Q1 | $5.09M | Buy |
+44,284
| New | +$5.09M | 0.3% | 72 |
|