FWM
FFT 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
Q1 | – | Sell |
-9,131
| Closed | -$1.06M | – | 141 |
|
|
2024
Q4 | $1.06M | Buy |
9,131
+99
| +1% | +$11.4K | 0.08% | 61 |
|
|
2024
Q3 | $1.08M | Sell |
9,032
-5,529
| -38% | -$661K | 0.08% | 57 |
|
|
2024
Q2 | $1.68M | Buy |
14,561
+114
| +0.8% | +$13.2K | 0.15% | 46 |
|
|
2024
Q1 | $1.67M | Buy |
14,447
+69
| +0.5% | +$7.99K | 0.14% | 47 |
|
|
2023
Q4 | $1.68M | Buy |
14,378
+135
| +0.9% | +$15.8K | 0.15% | 39 |
|
|
2023
Q3 | $1.61M | Buy |
14,243
+85
| +0.6% | +$9.62K | 0.21% | 32 |
|
|
2023
Q2 | $1.63M | Sell |
14,158
-104,938
| -88% | -$12.1M | 0.2% | 31 |
|
|
2023
Q1 | $14M | Buy |
119,096
+411
| +0.3% | +$48.4K | 1.74% | 12 |
|
|
2022
Q4 | $13.6M | Sell |
118,685
-1,604
| -1% | -$184K | 1.75% | 13 |
|
|
2022
Q3 | $13.7M | Buy |
120,289
+205
| +0.2% | +$23.4K | 1.92% | 12 |
|
|
2022
Q2 | $14.3M | Buy |
120,084
+492
| +0.4% | +$58.7K | 1.6% | 18 |
|
|
2022
Q1 | $14.6M | Sell |
119,592
-149,216
| -56% | -$18.2M | 1.39% | 20 |
|
|
2021
Q4 | $34.6M | Buy |
268,808
+14,464
| +6% | +$1.86M | 3.1% | 14 |
|
|
2021
Q3 | $33.1M | Buy |
+254,344
| New | +$33.1M | 3.13% | 14 |
|
|
2016
Q2 | – | Sell |
-1,636
| Closed | -$206K | – | 68 |
|
|
2016
Q1 | $206K | Hold |
1,636
| – | – | 0.09% | 57 |
|
|
2015
Q4 | $201K | Buy |
+1,636
| New | +$201K | 0.16% | 57 |
|