EP Wealth Advisors’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 | $2.51M | Buy |
21,073
+18,409
| +691% | +$2.19M | 0.02% | 369 |
|
|
2025
Q1 | $315K | Sell |
2,664
-55
| -2% | -$6.5K | ﹤0.01% | 895 |
|
|
2024
Q4 | $314K | Sell |
2,719
-57
| -2% | -$6.59K | ﹤0.01% | 855 |
|
|
2024
Q3 | $332K | Sell |
2,776
-233
| -8% | -$27.9K | ﹤0.01% | 817 |
|
|
2024
Q2 | $347K | Buy |
3,009
+563
| +23% | +$65K | ﹤0.01% | 612 |
|
|
2024
Q1 | $283K | Sell |
2,446
-196
| -7% | -$22.7K | ﹤0.01% | 644 |
|
|
2023
Q4 | $309K | Buy |
2,642
+775
| +42% | +$90.8K | ﹤0.01% | 605 |
|
|
2023
Q3 | $211K | Buy |
+1,867
| New | +$211K | ﹤0.01% | 652 |
|