Elevate 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 | – | Sell |
-698
| Closed | -$82.5K | – | 137 |
|
|
2025
Q1 | $82.5K | Hold |
698
| – | – | 0.06% | 86 |
|
|
2024
Q4 | $80.7K | Hold |
698
| – | – | 0.06% | 78 |
|
|
2024
Q3 | $83.5K | Hold |
698
| – | – | 0.06% | 81 |
|
|
2024
Q2 | $80.6K | Hold |
698
| – | – | 0.07% | 74 |
|
|
2024
Q1 | $80.8K | Sell |
698
-252
| -27% | -$29.2K | 0.07% | 71 |
|
|
2023
Q4 | $111K | Buy |
+950
| New | +$111K | 0.1% | 66 |
|