HCR Wealth Advisors’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 | $1.48M | Buy |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $254K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $1K | Buy |
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