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Institute for Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Institute for Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$204K Buy
+1,714
New +$204K 0.02% 536
2020
Q1 		– Sell
-30
Closed -$4K – 502
2019
Q4 		$4K Buy
+30
New +$4K ﹤0.01% 643