IFP 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 | $2.96M | Sell |
24,889
-5,469
| -18% | -$651K | 0.08% | 263 |
|
|
2025
Q1 | $3.59M | Buy |
30,358
+1,934
| +7% | +$228K | 0.11% | 206 |
|
|
2024
Q4 | $3.28M | Buy |
28,424
+3,962
| +16% | +$458K | 0.11% | 207 |
|
|
2024
Q3 | $2.93M | Buy |
24,462
+4,830
| +25% | +$578K | 0.11% | 220 |
|
|
2024
Q2 | $2.27M | Sell |
19,632
-916
| -4% | -$106K | 0.09% | 237 |
|
|
2024
Q1 | $2.38M | Buy |
20,548
+2,952
| +17% | +$342K | 0.1% | 218 |
|
|
2023
Q4 | $2.06M | Buy |
17,596
+687
| +4% | +$80.5K | 0.1% | 229 |
|
|
2023
Q3 | $1.91M | Sell |
16,909
-475
| -3% | -$53.8K | 0.09% | 241 |
|
|
2023
Q2 | $2M | Buy |
17,384
+9,068
| +109% | +$1.05M | 0.08% | 255 |
|
|
2023
Q1 | $1.02M | Buy |
8,316
+2,659
| +47% | +$326K | 0.04% | 388 |
|
|
2022
Q4 | $700K | Buy |
5,657
+477
| +9% | +$59K | 0.02% | 753 |
|
|
2022
Q3 | $633K | Buy |
5,180
+592
| +13% | +$72.3K | 0.02% | 815 |
|
|
2022
Q2 | $561K | Hold |
4,588
| – | – | 0.02% | 795 |
|
|
2022
Q1 | $561K | Buy |
4,588
+2,695
| +142% | +$330K | 0.02% | 795 |
|
|
2021
Q4 | $245K | Buy |
1,893
+44
| +2% | +$5.7K | ﹤0.01% | 849 |
|
|
2021
Q3 | $242K | Sell |
1,849
-126
| -6% | -$16.5K | ﹤0.01% | 828 |
|
|
2021
Q2 | $258K | Buy |
1,975
+121
| +7% | +$15.8K | 0.01% | 787 |
|
|
2021
Q1 | $242K | Buy |
1,854
+235
| +15% | +$30.7K | ﹤0.01% | 754 |
|
|
2020
Q4 | $214K | Sell |
1,619
-152
| -9% | -$20.1K | 0.01% | 773 |
|
|
2020
Q3 | $235K | Buy |
1,771
+183
| +12% | +$24.3K | 0.01% | 646 |
|
|
2020
Q2 | $210K | Sell |
1,588
-75
| -5% | -$9.92K | 0.02% | 650 |
|
|
2020
Q1 | $219K | Buy |
1,663
+221
| +15% | +$29.1K | 0.02% | 556 |
|
|
2019
Q4 | $182K | Sell |
1,442
-8,835
| -86% | -$1.12M | 0.01% | 692 |
|
|
2019
Q3 | $1.31M | Buy |
+10,277
| New | +$1.31M | 0.09% | 253 |
|
|
2019
Q1 | $146K | Sell |
1,202
-2,504
| -68% | -$304K | 0.02% | 558 |
|
|
2018
Q4 | $449K | Sell |
3,706
-3,210
| -46% | -$389K | 0.03% | 593 |
|
|
2018
Q3 | $823K | Sell |
6,916
-486
| -7% | -$57.8K | 0.03% | 493 |
|
|
2018
Q2 | $888K | Sell |
7,402
-2,962
| -29% | -$355K | 0.04% | 455 |
|
|
2018
Q1 | $1.27M | Hold |
10,364
| – | – | 0.06% | 332 |
|
|
2017
Q4 | $1.27M | Buy |
10,364
+275
| +3% | +$33.6K | 0.06% | 332 |
|
|
2017
Q3 | $1.25M | Buy |
10,089
+2,781
| +38% | +$343K | 0.05% | 378 |
|
|
2017
Q2 | $903K | Buy |
7,308
+2,657
| +57% | +$328K | 0.04% | 462 |
|
|
2017
Q1 | $572K | Buy |
4,651
+975
| +27% | +$120K | 0.02% | 615 |
|
|
2016
Q4 | $450K | Sell |
3,676
-563
| -13% | -$68.9K | 0.02% | 659 |
|
|
2016
Q3 | $536K | Buy |
4,239
+329
| +8% | +$41.6K | 0.03% | 535 |
|
|
2016
Q2 | $498K | Buy |
3,910
+2,708
| +225% | +$345K | 0.03% | 543 |
|
|
2016
Q1 | $146K | Sell |
1,202
-1,334
| -53% | -$162K | 0.02% | 558 |
|
|
2015
Q4 | $311K | Buy |
+2,536
| New | +$311K | 0.02% | 644 |
|