IMA Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Sell |
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|
2025
Q1 | $857K | Buy |
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|
2024
Q4 | $818K | Hold |
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|
2024
Q3 | $847K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $499K | Hold |
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|
2023
Q2 | $508K | Hold |
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|
2023
Q1 | $519K | Hold |
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|
2022
Q4 | $507K | Hold |
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|
2022
Q3 | $504K | Hold |
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|
2022
Q2 | $526K | Hold |
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|
2022
Q1 | $538K | Hold |
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|
2021
Q4 | $567K | Hold |
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|
2021
Q3 | $574K | Hold |
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|
2021
Q2 | $576K | Hold |
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|
2021
Q1 | $573K | Buy |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $387K | Hold |
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|
2020
Q2 | $388K | Hold |
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|
2020
Q1 | $387K | Hold |
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|
2019
Q4 | $365K | Hold |
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|
2019
Q3 | $368K | Hold |
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|
2019
Q2 | $365K | Buy |
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|
2019
Q1 | $160K | Sell |
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|
2018
Q4 | $160K | Hold |
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|
2018
Q3 | $157K | Hold |
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|
2018
Q2 | $158K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $160K | Buy |
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