Iams Wealth Management’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 | $598K | Buy |
5,025
+117
| +2% | +$13.9K | 0.27% | 101 |
|
|
2025
Q1 | $580K | Sell |
4,908
-299
| -6% | -$35.3K | 0.27% | 106 |
|
|
2024
Q4 | $602K | Buy |
+5,207
| New | +$602K | 0.28% | 95 |
|
|
2024
Q3 | – | Sell |
-1,749
| Closed | -$202K | – | 151 |
|
|
2024
Q2 | $202K | Sell |
1,749
-2,142
| -55% | -$247K | 0.11% | 134 |
|
|
2024
Q1 | $449K | Buy |
3,891
+373
| +11% | +$43.1K | 0.27% | 85 |
|
|
2023
Q4 | $412K | Buy |
3,518
+1,228
| +54% | +$144K | 0.27% | 90 |
|
|
2023
Q3 | $259K | Buy |
+2,290
| New | +$259K | 0.18% | 102 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 77 |
|