IHT 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 | $2.73M | Sell |
22,904
-12,875
| -36% | -$1.53M | 0.08% | 256 |
|
|
2025
Q1 | $4.23M | Sell |
35,779
-6,795
| -16% | -$803K | 0.13% | 154 |
|
|
2024
Q4 | $4.92M | Buy |
42,574
+13,335
| +46% | +$1.54M | 0.16% | 130 |
|
|
2024
Q3 | $3.5M | Buy |
29,239
+26,189
| +859% | +$3.13M | 0.1% | 212 |
|
|
2024
Q2 | $352K | Sell |
3,050
-804
| -21% | -$92.8K | 0.01% | 743 |
|
|
2024
Q1 | $446K | Sell |
3,854
-3,089
| -44% | -$358K | 0.02% | 679 |
|
|
2023
Q4 | $813K | Sell |
6,943
-1,924
| -22% | -$225K | 0.04% | 443 |
|
|
2023
Q3 | $1M | Buy |
8,867
+1,807
| +26% | +$204K | 0.05% | 347 |
|
|
2023
Q2 | $814K | Buy |
7,060
+4,809
| +214% | +$554K | 0.04% | 389 |
|
|
2023
Q1 | $265K | Buy |
2,251
+95
| +4% | +$11.2K | 0.02% | 739 |
|
|
2022
Q4 | $248K | Buy |
2,156
+2
| +0.1% | +$230 | 0.02% | 735 |
|
|
2022
Q3 | $246K | Buy |
+2,154
| New | +$246K | 0.02% | 697 |
|
|
2021
Q4 | – | Sell |
-2,375
| Closed | -$309K | – | 827 |
|
|
2021
Q3 | $309K | Sell |
2,375
-3,906
| -62% | -$508K | 0.03% | 583 |
|
|
2021
Q2 | $820K | Buy |
6,281
+177
| +3% | +$23.1K | 0.05% | 377 |
|
|
2021
Q1 | $793K | Buy |
6,104
+130
| +2% | +$16.9K | 0.06% | 326 |
|
|
2020
Q4 | $794K | Buy |
5,974
+164
| +3% | +$21.8K | 0.07% | 285 |
|
|
2020
Q3 | $776K | Buy |
5,810
+2,031
| +54% | +$271K | 0.08% | 252 |
|
|
2020
Q2 | $505K | Sell |
3,779
-82
| -2% | -$11K | 0.07% | 284 |
|
|
2020
Q1 | $515K | Sell |
3,861
-2,481
| -39% | -$331K | 0.07% | 279 |
|
|
2019
Q4 | $798K | Buy |
6,342
+878
| +16% | +$110K | 0.09% | 249 |
|
|
2019
Q3 | $693K | Sell |
5,464
-1,456
| -21% | -$185K | 0.09% | 252 |
|
|
2019
Q2 | $870K | Sell |
6,920
-1,764
| -20% | -$222K | 0.13% | 185 |
|
|
2019
Q1 | $1.07M | Buy |
8,684
+2,028
| +30% | +$250K | 0.18% | 138 |
|
|
2018
Q4 | $808K | Buy |
6,656
+798
| +14% | +$96.9K | 0.16% | 160 |
|
|
2018
Q3 | $697K | Buy |
5,858
+289
| +5% | +$34.4K | 0.15% | 171 |
|
|
2018
Q2 | $668K | Buy |
5,569
+1,233
| +28% | +$148K | 0.17% | 156 |
|
|
2018
Q1 | $523K | Sell |
4,336
-12
| -0.3% | -$1.45K | 0.14% | 177 |
|
|
2017
Q4 | $530K | Buy |
4,348
+8
| +0.2% | +$975 | 0.14% | 184 |
|
|
2017
Q3 | $535K | Sell |
4,340
-170
| -4% | -$21K | 0.23% | 111 |
|
|
2017
Q2 | $1 | Buy |
4,510
+5
| +0.1% | – | ﹤0.01% | 1316 |
|
|
2017
Q1 | $556K | Buy |
4,505
+22
| +0.5% | +$2.72K | 0.37% | 64 |
|
|
2016
Q4 | $549K | Buy |
+4,483
| New | +$549K | 0.42% | 56 |
|