Dynamic Advisor Solutions’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
Q3 | $5.2M | Buy |
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|
2025
Q2 | $4.82M | Sell |
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|
2025
Q1 | $5.02M | Sell |
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|
2024
Q4 | $4.92M | Buy |
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|
2024
Q3 | $4.76M | Buy |
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|
2024
Q2 | $4.03M | Buy |
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|
2024
Q1 | $3.29M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $751K | Sell |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.77M | Sell |
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|
2021
Q4 | $4.28M | Buy |
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|
2021
Q3 | $4.13M | Buy |
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|
2021
Q2 | $3.9M | Buy |
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|
2021
Q1 | $3.81M | Buy |
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|
2020
Q4 | $3.83M | Buy |
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|
2020
Q3 | $2.81M | Buy |
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|
2020
Q2 | $2.44M | Buy |
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|
2020
Q1 | $799K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4.54M | Sell |
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|
2019
Q2 | $4.58M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $263K | Buy |
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