EWA
EverSource 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 | $667K | Sell |
5,601
-2,036
| -27% | -$242K | 0.03% | 370 |
|
|
2025
Q1 | $902K | Sell |
7,637
-6,977
| -48% | -$824K | 0.05% | 265 |
|
|
2024
Q4 | $1.69M | Buy |
14,614
+1,796
| +14% | +$208K | 0.09% | 167 |
|
|
2024
Q3 | $1.53M | Buy |
12,818
+1,358
| +12% | +$162K | 0.1% | 163 |
|
|
2024
Q2 | $1.35M | Buy |
11,460
+1,764
| +18% | +$208K | 0.09% | 173 |
|
|
2024
Q1 | $1.1M | Buy |
9,696
+4,567
| +89% | +$518K | 0.09% | 170 |
|
|
2023
Q4 | $601K | Sell |
5,129
-12
| -0.2% | -$1.41K | 0.06% | 225 |
|
|
2023
Q3 | $582K | Buy |
5,141
+35
| +0.7% | +$3.96K | 0.06% | 212 |
|
|
2023
Q2 | $588K | Sell |
5,106
-77
| -1% | -$8.87K | 0.06% | 216 |
|
|
2023
Q1 | $610K | Hold |
5,183
| – | – | 0.08% | 194 |
|
|
2022
Q4 | $595K | Sell |
5,183
-1,362
| -21% | -$156K | 0.09% | 176 |
|
|
2022
Q3 | $748K | Buy |
6,545
+1,032
| +19% | +$118K | 0.17% | 116 |
|
|
2022
Q2 | $658K | Sell |
5,513
-1,175
| -18% | -$140K | 0.17% | 114 |
|
|
2022
Q1 | $816K | Sell |
6,688
-809
| -11% | -$98.7K | 0.21% | 95 |
|
|
2021
Q4 | $965K | Buy |
+7,497
| New | +$965K | 0.27% | 64 |
|