EverSource 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 | $667K | Sell |
|
|||||
|
2025
Q1 | $902K | Sell |
|
|||||
|
2024
Q4 | $1.69M | Buy |
|
|||||
|
2024
Q3 | $1.53M | Buy |
|
|||||
|
2024
Q2 | $1.35M | Buy |
|
|||||
|
2024
Q1 | $1.1M | Buy |
|
|||||
|
2023
Q4 | $601K | Sell |
|
|||||
|
2023
Q3 | $582K | Buy |
|
|||||
|
2023
Q2 | $588K | Sell |
|
|||||
|
2023
Q1 | $610K | Hold |
|
|||||
|
2022
Q4 | $595K | Sell |
|
|||||
|
2022
Q3 | $748K | Buy |
|
|||||
|
2022
Q2 | $658K | Sell |
|
|||||
|
2022
Q1 | $816K | Sell |
|
|||||
|
2021
Q4 | $965K | Buy |
|