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 |
|