GeoWealth 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
Q2 | $980K | Sell |
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2025
Q1 | $996K | Buy |
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|
2024
Q4 | $946K | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $5M | Sell |
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|
2024
Q1 | $5.82M | Sell |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $6.2M | Sell |
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|
2023
Q2 | $9.48M | Buy |
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|
2023
Q1 | $6.17M | Sell |
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|
2022
Q4 | $9.08M | Sell |
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|
2022
Q3 | $9.68M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $3.2M | Buy |
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|
2021
Q1 | $2.82M | Sell |
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|
2020
Q4 | $3.08M | Sell |
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|
2020
Q3 | $5.32M | Sell |
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|
2020
Q2 | $6.1M | Buy |
|