Evercore Wealth Management’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 | $210K | Hold |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $204K | Hold |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $222K | Sell |
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|
2021
Q3 | $228K | Sell |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $380K | Hold |
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|
2020
Q3 | $382K | Buy |
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|
2020
Q2 | $370K | Hold |
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|
2020
Q1 | $369K | Hold |
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|
2019
Q4 | $348K | Buy |
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|
2019
Q3 | $333K | Sell |
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|
2019
Q2 | $361K | Buy |
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|
2019
Q1 | $322K | Buy |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $266K | Sell |
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|
2018
Q2 | $395K | Buy |
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|
2018
Q1 | $379K | Hold |
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|
2017
Q4 | $384K | Buy |
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|
2017
Q3 | $387K | Buy |
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|
2017
Q2 | $361K | Hold |
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|
2017
Q1 | $359K | Hold |
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|
2016
Q4 | $358K | Buy |
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|
2016
Q3 | $368K | Hold |
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|
2016
Q2 | $370K | Buy |
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|
2016
Q1 | $361K | Sell |
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|
2015
Q4 | $353K | Sell |
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|
2015
Q3 | $524K | Hold |
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|
2015
Q2 | $517K | Buy |
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|
2015
Q1 | $321K | Buy |
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|
2014
Q4 | $233K | Sell |
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|
2014
Q3 | $556K | Sell |
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|
2014
Q2 | $817K | Buy |
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|
2014
Q1 | $314K | Sell |
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|
2013
Q4 | $468K | Buy |
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|
2013
Q3 | $458K | Buy |
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|
2013
Q2 | $398K | Buy |
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