HWA
HCR 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 | $1.23M | Buy |
10,314
+200
| +2% | +$23.8K | 0.14% | 92 |
|
|
2025
Q1 | $1.19M | Sell |
10,114
-1,925
| -16% | -$227K | 0.16% | 91 |
|
|
2024
Q4 | $1.39M | Sell |
12,039
-331
| -3% | -$38.2K | 0.17% | 82 |
|
|
2024
Q3 | $1.48M | Buy |
12,370
+80
| +0.7% | +$9.57K | 0.19% | 82 |
|
|
2024
Q2 | $1.42M | Buy |
12,290
+210
| +2% | +$24.2K | 0.2% | 75 |
|
|
2024
Q1 | $1.4M | Buy |
12,080
+1,530
| +15% | +$177K | 0.21% | 72 |
|
|
2023
Q4 | $1.24M | Buy |
10,550
+7,675
| +267% | +$899K | 0.2% | 78 |
|
|
2023
Q3 | $325K | Buy |
+2,875
| New | +$325K | 0.07% | 125 |
|
|
2023
Q2 | – | Sell |
-2,225
| Closed | -$262K | – | 181 |
|
|
2023
Q1 | $262K | Hold |
2,225
| – | – | 0.05% | 147 |
|
|
2022
Q4 | $256K | Hold |
2,225
| – | – | 0.05% | 148 |
|
|
2022
Q3 | $254K | Buy |
+2,225
| New | +$254K | 0.05% | 145 |
|
|
2020
Q2 | – | Sell |
-506
| Closed | -$67K | – | 253 |
|
|
2020
Q1 | $67K | Buy |
506
+501
| +10,020% | +$66.3K | 0.02% | 167 |
|
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 232 |
|