EWM
Evercore Wealth Management’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 | $210K | Hold |
1,760
| – | – | ﹤0.01% | 384 |
|
|
2025
Q1 | $208K | Hold |
1,760
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $203K | Hold |
1,760
| – | – | ﹤0.01% | 399 |
|
|
2024
Q3 | $211K | Hold |
1,760
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $203K | Hold |
1,760
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $204K | Hold |
1,760
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $206K | Buy |
+1,760
| New | +$206K | ﹤0.01% | 404 |
|
|
2023
Q3 | – | Sell |
-1,760
| Closed | -$203K | – | 420 |
|
|
2023
Q2 | $203K | Sell |
1,760
-691
| -28% | -$79.6K | ﹤0.01% | 393 |
|
|
2023
Q1 | $288K | Hold |
2,451
| – | – | 0.01% | 331 |
|
|
2022
Q4 | $282K | Buy |
2,451
+245
| +11% | +$28.1K | 0.01% | 329 |
|
|
2022
Q3 | $252K | Buy |
+2,206
| New | +$252K | 0.01% | 337 |
|
|
2022
Q1 | – | Sell |
-1,722
| Closed | -$222K | – | 438 |
|
|
2021
Q4 | $222K | Sell |
1,722
-30
| -2% | -$3.87K | ﹤0.01% | 398 |
|
|
2021
Q3 | $228K | Sell |
1,752
-1,115
| -39% | -$145K | ﹤0.01% | 395 |
|
|
2021
Q2 | $374K | Hold |
2,867
| – | – | 0.01% | 333 |
|
|
2021
Q1 | $372K | Buy |
2,867
+8
| +0.3% | +$1.04K | 0.01% | 335 |
|
|
2020
Q4 | $380K | Hold |
2,859
| – | – | 0.01% | 322 |
|
|
2020
Q3 | $382K | Buy |
2,859
+94
| +3% | +$12.6K | 0.01% | 294 |
|
|
2020
Q2 | $370K | Hold |
2,765
| – | – | 0.01% | 290 |
|
|
2020
Q1 | $369K | Hold |
2,765
| – | – | 0.01% | 272 |
|
|
2019
Q4 | $348K | Buy |
2,765
+135
| +5% | +$17K | 0.01% | 327 |
|
|
2019
Q3 | $333K | Sell |
2,630
-238
| -8% | -$30.1K | 0.01% | 319 |
|
|
2019
Q2 | $361K | Buy |
2,868
+253
| +10% | +$31.8K | 0.01% | 314 |
|
|
2019
Q1 | $322K | Buy |
2,615
+385
| +17% | +$47.4K | 0.01% | 322 |
|
|
2018
Q4 | $271K | Hold |
2,230
| – | – | 0.01% | 325 |
|
|
2018
Q3 | $266K | Sell |
2,230
-1,060
| -32% | -$126K | 0.01% | 357 |
|
|
2018
Q2 | $395K | Buy |
3,290
+145
| +5% | +$17.4K | 0.01% | 293 |
|
|
2018
Q1 | $379K | Hold |
3,145
| – | – | 0.01% | 274 |
|
|
2017
Q4 | $384K | Buy |
3,145
+15
| +0.5% | +$1.83K | 0.01% | 283 |
|
|
2017
Q3 | $387K | Buy |
3,130
+210
| +7% | +$26K | 0.02% | 281 |
|
|
2017
Q2 | $361K | Hold |
2,920
| – | – | 0.01% | 297 |
|
|
2017
Q1 | $359K | Hold |
2,920
| – | – | 0.01% | 299 |
|
|
2016
Q4 | $358K | Buy |
2,920
+15
| +0.5% | +$1.84K | 0.01% | 283 |
|
|
2016
Q3 | $368K | Hold |
2,905
| – | – | 0.02% | 281 |
|
|
2016
Q2 | $370K | Buy |
2,905
+40
| +1% | +$5.1K | 0.02% | 276 |
|
|
2016
Q1 | $361K | Sell |
2,865
-15
| -0.5% | -$1.89K | 0.02% | 282 |
|
|
2015
Q4 | $353K | Sell |
2,880
-1,325
| -32% | -$162K | 0.02% | 297 |
|
|
2015
Q3 | $524K | Hold |
4,205
| – | – | 0.03% | 248 |
|
|
2015
Q2 | $517K | Buy |
4,205
+1,625
| +63% | +$200K | 0.02% | 269 |
|
|
2015
Q1 | $321K | Buy |
2,580
+675
| +35% | +$84K | 0.01% | 339 |
|
|
2014
Q4 | $233K | Sell |
1,905
-2,675
| -58% | -$327K | 0.01% | 336 |
|
|
2014
Q3 | $556K | Sell |
4,580
-2,133
| -32% | -$259K | 0.03% | 249 |
|
|
2014
Q2 | $817K | Buy |
6,713
+4,108
| +158% | +$500K | 0.04% | 208 |
|
|
2014
Q1 | $314K | Sell |
2,605
-1,290
| -33% | -$155K | 0.02% | 319 |
|
|
2013
Q4 | $468K | Buy |
3,895
+125
| +3% | +$15K | 0.03% | 268 |
|
|
2013
Q3 | $458K | Buy |
3,770
+475
| +14% | +$57.7K | 0.03% | 286 |
|
|
2013
Q2 | $398K | Buy |
+3,295
| New | +$398K | 0.02% | 309 |
|