GM
GeoWealth 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
Q2 | $980K | Sell |
8,225
-203
| -2% | -$24.2K | 0.04% | 262 |
|
|
2025
Q1 | $996K | Buy |
8,428
+238
| +3% | +$28.1K | 0.04% | 264 |
|
|
2024
Q4 | $946K | Sell |
8,190
-5,054
| -38% | -$584K | 0.03% | 308 |
|
|
2024
Q3 | $1.58M | Sell |
13,244
-30,045
| -69% | -$3.59M | 0.06% | 220 |
|
|
2024
Q2 | $5M | Sell |
43,289
-6,961
| -14% | -$804K | 0.22% | 71 |
|
|
2024
Q1 | $5.82M | Sell |
50,250
-46,564
| -48% | -$5.39M | 0.23% | 82 |
|
|
2023
Q4 | $11.3M | Buy |
96,814
+42,000
| +77% | +$4.92M | 0.94% | 26 |
|
|
2023
Q3 | $6.2M | Sell |
54,814
-27,421
| -33% | -$3.1M | 0.7% | 38 |
|
|
2023
Q2 | $9.48M | Buy |
82,235
+29,763
| +57% | +$3.43M | 1.02% | 22 |
|
|
2023
Q1 | $6.17M | Sell |
52,472
-26,564
| -34% | -$3.13M | 0.72% | 25 |
|
|
2022
Q4 | $9.08M | Sell |
79,036
-5,656
| -7% | -$650K | 0.96% | 20 |
|
|
2022
Q3 | $9.68M | Buy |
+84,692
| New | +$9.68M | 1.06% | 13 |
|
|
2022
Q1 | – | Sell |
-27,412
| Closed | -$3.53M | – | 408 |
|
|
2021
Q4 | $3.53M | Buy |
27,412
+1,963
| +8% | +$253K | 0.29% | 77 |
|
|
2021
Q3 | $3.31M | Buy |
25,449
+943
| +4% | +$123K | 0.27% | 82 |
|
|
2021
Q2 | $3.2M | Buy |
24,506
+2,770
| +13% | +$362K | 0.4% | 63 |
|
|
2021
Q1 | $2.82M | Sell |
21,736
-1,376
| -6% | -$179K | 0.44% | 57 |
|
|
2020
Q4 | $3.08M | Sell |
23,112
-16,822
| -42% | -$2.24M | 0.49% | 55 |
|
|
2020
Q3 | $5.32M | Sell |
39,934
-5,719
| -13% | -$762K | 1.61% | 16 |
|
|
2020
Q2 | $6.1M | Buy |
+45,653
| New | +$6.1M | 2.52% | 7 |
|