HBK Sorce Advisory’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 | $211K | Hold |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $233K | Buy |
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