Howe & Rusling’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
$1.07K Sell
9
-5
-36% -$596 ﹤0.01% 458
2025
Q1
$1.65K Sell
14
-111
-89% -$13.1K ﹤0.01% 426
2024
Q4
$14.4K Buy
125
+9
+8% +$1.04K ﹤0.01% 356
2024
Q3
$13.9K Hold
116
﹤0.01% 351
2024
Q2
$13.4K Hold
116
﹤0.01% 325
2024
Q1
$13.4K Sell
116
-144
-55% -$16.7K ﹤0.01% 332
2023
Q4
$30.5K Buy
+260
New +$30.5K ﹤0.01% 292
2023
Q2
Sell
-134
Closed -$15.8K 340
2023
Q1
$15.8K Sell
134
-68
-34% -$8K ﹤0.01% 272
2022
Q4
$23.2K Buy
+202
New +$23.2K ﹤0.01% 262