Geneos Wealth Management’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
Q3 | $3.31M | Buy |
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|
2025
Q2 | $3.02M | Sell |
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|
2025
Q1 | $5.39M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.32M | Buy |
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|
2024
Q2 | $86.3K | Hold |
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|
2024
Q1 | $86.6K | Sell |
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|
2023
Q4 | $135K | Sell |
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|
2023
Q3 | $164K | Buy |
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|
2023
Q2 | $154K | Buy |
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|
2023
Q1 | $150K | Buy |
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|
2022
Q4 | $59.6K | Hold |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $89K | Sell |
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|
2022
Q1 | $100K | Sell |
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|
2021
Q4 | $871K | Sell |
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|
2021
Q3 | $4.77M | Buy |
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|
2021
Q2 | $4.69M | Sell |
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|
2021
Q1 | $4.75M | Sell |
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|
2020
Q4 | $4.72M | Buy |
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|
2020
Q3 | $96K | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | $86K | Buy |
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|
2019
Q4 | $33K | Sell |
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|
2019
Q3 | $54K | Sell |
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|
2019
Q2 | $103K | Sell |
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|
2019
Q1 | $2.85M | Buy |
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|
2018
Q4 | $133K | Buy |
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|
2018
Q3 | $94K | Buy |
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|
2018
Q2 | $83K | Buy |
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|
2018
Q1 | $71K | Buy |
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|
2017
Q4 | $63K | Sell |
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|
2017
Q3 | $67K | Buy |
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|
2017
Q2 | $64K | Sell |
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|
2017
Q1 | $103K | Sell |
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|
2016
Q4 | $144K | Buy |
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|
2016
Q3 | $115K | Sell |
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|
2016
Q2 | $157K | Buy |
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|
2016
Q1 | $65K | Buy |
|