HighTower Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Sell |
213,772
-9,539
| -4% | -$1.14M | 0.03% | 497 |
|
|
2025
Q1 | $26.4M | Sell |
223,311
-16,288
| -7% | -$1.92M | 0.04% | 458 |
|
|
2024
Q4 | $27.7M | Sell |
239,599
-79,005
| -25% | -$9.13M | 0.04% | 428 |
|
|
2024
Q3 | $38.1M | Buy |
318,604
+134,620
| +73% | +$16.1M | 0.05% | 337 |
|
|
2024
Q2 | $21.3M | Buy |
183,984
+6,827
| +4% | +$789K | 0.03% | 476 |
|
|
2024
Q1 | $20.5M | Sell |
177,157
-54,057
| -23% | -$6.26M | 0.03% | 466 |
|
|
2023
Q4 | $27.1M | Sell |
231,214
-69,768
| -23% | -$8.17M | 0.05% | 390 |
|
|
2023
Q3 | $34.1M | Sell |
300,982
-28,282
| -9% | -$3.2M | 0.06% | 299 |
|
|
2023
Q2 | $38M | Buy |
329,264
+484
| +0.1% | +$55.8K | 0.07% | 260 |
|
|
2023
Q1 | $38.7M | Buy |
328,780
+7,758
| +2% | +$912K | 0.08% | 250 |
|
|
2022
Q4 | $36.9M | Sell |
321,022
-6,358
| -2% | -$730K | 0.08% | 255 |
|
|
2022
Q3 | $37.4M | Buy |
327,380
+213,605
| +188% | +$24.4M | 0.1% | 222 |
|
|
2022
Q2 | $13.6M | Sell |
113,775
-2,007
| -2% | -$240K | 0.04% | 462 |
|
|
2022
Q1 | $14.1M | Sell |
115,782
-32,795
| -22% | -$4M | 0.03% | 503 |
|
|
2021
Q4 | $19.1M | Buy |
148,577
+5,592
| +4% | +$719K | 0.04% | 389 |
|
|
2021
Q3 | $18.6M | Sell |
142,985
-2,086
| -1% | -$272K | 0.05% | 363 |
|
|
2021
Q2 | $18.9M | Sell |
145,071
-15,839
| -10% | -$2.07M | 0.05% | 327 |
|
|
2021
Q1 | $20.9M | Sell |
160,910
-4,907
| -3% | -$637K | 0.07% | 298 |
|
|
2020
Q4 | $22.1M | Buy |
165,817
+50,561
| +44% | +$6.73M | 0.09% | 225 |
|
|
2020
Q3 | $15.4M | Buy |
115,256
+3,498
| +3% | +$467K | 0.07% | 248 |
|
|
2020
Q2 | $14.9M | Buy |
111,758
+20,497
| +22% | +$2.74M | 0.08% | 242 |
|
|
2020
Q1 | $12.2M | Buy |
91,261
+66,759
| +272% | +$8.91M | 0.08% | 242 |
|
|
2019
Q4 | $3.09M | Sell |
24,502
-9,407
| -28% | -$1.19M | 0.02% | 726 |
|
|
2019
Q3 | $4.31M | Buy |
33,909
+7,847
| +30% | +$996K | 0.02% | 613 |
|
|
2019
Q2 | $3.3M | Sell |
26,062
-13,162
| -34% | -$1.67M | 0.02% | 718 |
|
|
2019
Q1 | $4.83M | Sell |
39,224
-49,178
| -56% | -$6.05M | 0.03% | 512 |
|
|
2018
Q4 | $10.7M | Buy |
88,402
+78,441
| +787% | +$9.52M | 0.08% | 253 |
|
|
2018
Q3 | $1.19M | Buy |
9,961
+5,714
| +135% | +$680K | 0.01% | 1045 |
|
|
2018
Q2 | $505K | Buy |
4,247
+1,312
| +45% | +$156K | ﹤0.01% | 1441 |
|
|
2018
Q1 | $350K | Buy |
2,935
+1,066
| +57% | +$127K | ﹤0.01% | 1597 |
|
|
2017
Q4 | $225K | Buy |
1,869
+47
| +3% | +$5.66K | ﹤0.01% | 1843 |
|
|
2017
Q3 | $225K | Sell |
1,822
-350
| -16% | -$43.2K | ﹤0.01% | 1832 |
|
|
2017
Q2 | $267K | Buy |
+2,172
| New | +$267K | ﹤0.01% | 1685 |
|
|
2013
Q4 | – | Sell |
-3,923
| Closed | -$476K | – | 1511 |
|
|
2013
Q3 | $476K | Sell |
3,923
-4,304
| -52% | -$522K | 0.01% | 850 |
|
|
2013
Q2 | $993K | Buy |
+8,227
| New | +$993K | 0.03% | 601 |
|