ERTS Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $615K | Sell |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $1.93M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $848K | Buy |
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|
2022
Q3 | $727K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $793K | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $494K | Sell |
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|
2020
Q3 | $531K | Buy |
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|
2020
Q2 | $479K | Buy |
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|
2020
Q1 | $463K | Sell |
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|
2019
Q4 | $14.3M | Buy |
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|
2019
Q3 | $12.3M | Buy |
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|
2019
Q2 | $3.9M | Sell |
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|
2019
Q1 | $3.9M | Sell |
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|
2018
Q4 | $4.61M | Buy |
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