EPG Wealth Management’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 | $11.8K | Hold |
99
| – | – | ﹤0.01% | 267 |
|
|
2025
Q1 | $11.7K | Sell |
99
-77
| -44% | -$9.1K | ﹤0.01% | 355 |
|
|
2024
Q4 | $20.3K | Hold |
176
| – | – | 0.01% | 342 |
|
|
2024
Q3 | $21.1K | Buy |
+176
| New | +$21.1K | 0.01% | 342 |
|
|
2024
Q2 | – | Sell |
-263
| Closed | -$30.5K | – | 367 |
|
|
2024
Q1 | $30.5K | Hold |
263
| – | – | 0.01% | 342 |
|
|
2023
Q4 | $30.3K | Hold |
263
| – | – | 0.01% | 329 |
|
|
2023
Q3 | $29.8K | Sell |
263
-70
| -21% | -$7.92K | 0.01% | 318 |
|
|
2023
Q2 | $38.4K | Sell |
333
-302
| -48% | -$34.8K | 0.01% | 303 |
|
|
2023
Q1 | $74.7K | Buy |
+635
| New | +$74.7K | 0.02% | 278 |
|
|
2020
Q2 | – | Sell |
-43
| Closed | -$6K | – | 424 |
|
|
2020
Q1 | $6K | Sell |
43
-39
| -48% | -$5.44K | ﹤0.01% | 562 |
|
|
2019
Q4 | $10K | Buy |
+82
| New | +$10K | 0.01% | 426 |
|