GWA
Genesis 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 | $367K | Sell |
3,078
-42
| -1% | -$5K | 0.28% | 39 |
|
|
2025
Q1 | $369K | Hold |
3,120
| – | – | 0.3% | 39 |
|
|
2024
Q4 | $361K | Buy |
+3,120
| New | +$361K | 0.31% | 39 |
|
|
2015
Q2 | $4.27M | Buy |
34,737
+5,114
| +17% | +$629K | 3.47% | 8 |
|
|
2015
Q1 | $3.68M | Buy |
29,623
+1,631
| +6% | +$203K | 3.06% | 7 |
|
|
2014
Q4 | $3.46M | Buy |
+27,992
| New | +$3.46M | 2.74% | 8 |
|