Foundations Investment 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 | – | Sell |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $1.69M | Buy |
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