Edge Wealth Management’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 | $4.79M | Buy |
40,207
+10,853
| +37% | +$1.29M | 0.92% | 28 |
|
|
2025
Q1 | $3.47M | Buy |
29,354
+4,475
| +18% | +$529K | 0.7% | 29 |
|
|
2024
Q4 | $2.87M | Buy |
24,879
+1,505
| +6% | +$174K | 0.58% | 29 |
|
|
2024
Q3 | $2.8M | Buy |
23,374
+1,409
| +6% | +$169K | 0.56% | 28 |
|
|
2024
Q2 | $2.54M | Buy |
21,965
+4,502
| +26% | +$520K | 0.53% | 29 |
|
|
2024
Q1 | $2.02M | Buy |
17,463
+1,575
| +10% | +$182K | 0.43% | 29 |
|
|
2023
Q4 | $1.86M | Sell |
15,888
-10,792
| -40% | -$1.26M | 0.41% | 31 |
|
|
2023
Q3 | $3.02M | Buy |
+26,680
| New | +$3.02M | 0.71% | 28 |
|