Envestnet Portfolio Solutions’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
$4.55M Sell
38,170
-29,051
-43% -$3.46M 0.02% 387
2025
Q1
$7.94M Buy
67,221
+2,880
+4% +$340K 0.03% 270
2024
Q4
$7.43M Sell
64,341
-14,174
-18% -$1.64M 0.02% 313
2024
Q3
$9.39M Sell
78,515
-4,301
-5% -$514K 0.03% 254
2024
Q2
$9.56M Sell
82,816
-2,150
-3% -$248K 0.03% 240
2024
Q1
$9.84M Sell
84,966
-33,436
-28% -$3.87M 0.04% 232
2023
Q4
$13.9M Sell
118,402
-17,889
-13% -$2.1M 0.06% 170
2023
Q3
$15.4M Buy
+136,291
New +$15.4M 0.07% 129