Empirical Wealth Management’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 | $917K | Buy |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $581K | Buy |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $552K | Sell |
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|
2022
Q1 | $600K | Sell |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $653K | Sell |
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|
2021
Q2 | $667K | Buy |
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|
2021
Q1 | $651K | Sell |
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|
2020
Q4 | $845K | Buy |
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|
2020
Q3 | $800K | Buy |
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|
2020
Q2 | $763K | Sell |
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|
2020
Q1 | $795K | Sell |
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|
2019
Q4 | $840K | Sell |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $685K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $216K | Sell |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $390K | Buy |
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|
2017
Q3 | $366K | Sell |
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|
2017
Q2 | $404K | Buy |
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|
2017
Q1 | $396K | Sell |
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|
2016
Q4 | $402K | Sell |
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|
2016
Q3 | $452K | Buy |
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|
2016
Q2 | $454K | Sell |
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|
2016
Q1 | $561K | Sell |
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|
2015
Q4 | $683K | Sell |
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|
2015
Q3 | $752K | Buy |
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|
2015
Q2 | $602K | Buy |
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|
2015
Q1 | $597K | Sell |
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|
2014
Q4 | $611K | Sell |
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|
2014
Q3 | $665K | Buy |
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|
2014
Q2 | $666K | Buy |
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|
2014
Q1 | $660K | Sell |
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|
2013
Q4 | $712K | Sell |
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|
2013
Q3 | $786K | Sell |
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|
2013
Q2 | $938K | Buy |
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