EWA
ERTS Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,486
| Closed | -$412K | – | 54 |
|
|
2025
Q1 | $412K | Buy |
3,486
+30
| +0.9% | +$3.54K | 0.08% | 52 |
|
|
2024
Q4 | $399K | Sell |
3,456
-983
| -22% | -$114K | 0.08% | 55 |
|
|
2024
Q3 | $531K | Sell |
4,439
-891
| -17% | -$107K | 0.1% | 49 |
|
|
2024
Q2 | $615K | Sell |
5,330
-332
| -6% | -$38.3K | 0.12% | 40 |
|
|
2024
Q1 | $656K | Sell |
5,662
-10,802
| -66% | -$1.25M | 0.13% | 38 |
|
|
2023
Q4 | $1.93M | Buy |
16,464
+200
| +1% | +$23.4K | 0.42% | 18 |
|
|
2023
Q3 | $1.84M | Buy |
16,264
+1,207
| +8% | +$137K | 0.44% | 17 |
|
|
2023
Q2 | $1.74M | Buy |
15,057
+1,510
| +11% | +$174K | 0.4% | 20 |
|
|
2023
Q1 | $1.59M | Buy |
13,547
+6,162
| +83% | +$725K | 0.39% | 21 |
|
|
2022
Q4 | $848K | Buy |
7,385
+1,025
| +16% | +$118K | 0.22% | 41 |
|
|
2022
Q3 | $727K | Sell |
6,360
-2,804
| -31% | -$321K | 0.2% | 37 |
|
|
2022
Q2 | $1.09M | Buy |
9,164
+2,668
| +41% | +$319K | 0.31% | 31 |
|
|
2022
Q1 | $793K | Sell |
6,496
-5,034
| -44% | -$615K | 0.22% | 32 |
|
|
2021
Q4 | $1.48M | Buy |
11,530
+355
| +3% | +$45.6K | 0.35% | 24 |
|
|
2021
Q3 | $1.46M | Buy |
11,175
+2,744
| +33% | +$357K | 0.38% | 24 |
|
|
2021
Q2 | $1.1M | Buy |
8,431
+2,413
| +40% | +$315K | 0.3% | 29 |
|
|
2021
Q1 | $782K | Buy |
6,018
+2,304
| +62% | +$299K | 0.23% | 33 |
|
|
2020
Q4 | $494K | Sell |
3,714
-260
| -7% | -$34.6K | 0.16% | 47 |
|
|
2020
Q3 | $531K | Buy |
3,974
+387
| +11% | +$51.7K | 0.2% | 41 |
|
|
2020
Q2 | $479K | Buy |
3,587
+116
| +3% | +$15.5K | 0.19% | 44 |
|
|
2020
Q1 | $463K | Sell |
3,471
-110,218
| -97% | -$14.7M | 0.22% | 49 |
|
|
2019
Q4 | $14.3M | Buy |
113,689
+16,506
| +17% | +$2.08M | 6.44% | 7 |
|
|
2019
Q3 | $12.3M | Buy |
97,183
+66,193
| +214% | +$8.39M | 6.23% | 8 |
|
|
2019
Q2 | $3.9M | Sell |
30,990
-653
| -2% | -$82.1K | 2.15% | 11 |
|
|
2019
Q1 | $3.9M | Sell |
31,643
-6,352
| -17% | -$782K | 2.32% | 10 |
|
|
2018
Q4 | $4.61M | Buy |
+37,995
| New | +$4.61M | 3.3% | 10 |
|