Interactive Financial Advisors’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
Q3 | – | Sell |
-1,862
| Closed | -$222K | – | 85 |
|
|
2025
Q2 | $222K | Sell |
1,862
-1
| -0.1% | -$118 | 0.11% | 82 |
|
|
2025
Q1 | $220K | Sell |
1,863
-34
| -2% | -$3.96K | 0.12% | 82 |
|
|
2024
Q4 | $219K | Sell |
1,897
-47
| -2% | -$5.49K | 0.11% | 84 |
|
|
2024
Q3 | $233K | Sell |
1,944
-68
| -3% | -$8.04K | 0.12% | 82 |
|
|
2024
Q2 | $232K | Buy |
2,012
+49
| +2% | +$5.62K | 0.13% | 82 |
|
|
2024
Q1 | $227K | Sell |
1,963
-14,929
| -88% | -$1.73M | 0.13% | 84 |
|
|
2023
Q4 | $716K | Buy |
16,892
+15,060
| +822% | +$1.72M | 0.38% | 39 |
|
|
2023
Q3 | $207K | Sell |
1,832
-807
| -31% | -$92.3K | 0.14% | 83 |
|
|
2023
Q2 | $304K | Sell |
2,639
-2,012
| -43% | -$236K | 0.21% | 71 |
|
|
2023
Q1 | $547K | Buy |
4,651
+32
| +0.7% | +$3.72K | 0.35% | 49 |
|
|
2022
Q4 | $531K | Sell |
4,619
-296
| -6% | -$33.9K | 0.32% | 55 |
|
|
2022
Q3 | $562K | Sell |
4,915
-449
| -8% | -$53.1K | 0.33% | 50 |
|
|
2022
Q2 | $641K | Sell |
5,364
-614
| -10% | -$73.4K | 0.32% | 42 |
|
|
2022
Q1 | $763K | Sell |
5,978
-74
| -1% | -$9.29K | 0.36% | 47 |
|
|
2021
Q4 | $779K | Sell |
6,052
-11
| -0.2% | -$1.42K | 0.3% | 46 |
|
|
2021
Q3 | $789K | Buy |
6,063
+224
| +4% | +$29.4K | 0.34% | 48 |
|
|
2021
Q2 | $762K | Sell |
5,839
-21
| -0.4% | -$2.74K | 0.31% | 50 |
|
|
2021
Q1 | $761K | Sell |
5,860
-1,775
| -23% | -$234K | 0.32% | 46 |
|
|
2020
Q4 | $1.01M | Sell |
7,635
-35
| -0.5% | -$4.65K | 0.46% | 40 |
|
|
2020
Q3 | $1.02M | Sell |
7,670
-93
| -1% | -$12.4K | 0.51% | 35 |
|
|
2020
Q2 | $1.04M | Sell |
7,763
-250
| -3% | -$33.3K | 0.51% | 34 |
|
|
2020
Q1 | $1.07M | Buy |
8,013
+720
| +10% | +$92.8K | 0.94% | 18 |
|
|
2019
Q4 | $917K | Buy |
7,293
+247
| +4% | +$31.2K | 0.41% | 38 |
|
|
2019
Q3 | $893K | Sell |
7,046
-31
| -0.4% | -$3.92K | 0.41% | 34 |
|
|
2019
Q2 | $890K | Sell |
7,077
-62
| -0.9% | -$7.67K | 0.41% | 37 |
|
|
2019
Q1 | $880K | Sell |
7,139
-220
| -3% | -$26.8K | 0.42% | 33 |
|
|
2018
Q4 | $893K | Sell |
7,359
-278
| -4% | -$33.2K | 0.46% | 31 |
|
|
2018
Q3 | $909K | Buy |
7,637
+128
| +2% | +$15.3K | 0.43% | 35 |
|
|
2018
Q2 | $901K | Sell |
7,509
-301
| -4% | -$36K | 0.43% | 32 |
|
|
2018
Q1 | $942K | Sell |
7,810
-958
| -11% | -$116K | 0.45% | 35 |
|
|
2017
Q4 | $1.07M | Sell |
8,768
-423
| -5% | -$52K | 0.47% | 32 |
|
|
2017
Q3 | $1.14M | Sell |
9,191
-306
| -3% | -$37.9K | 0.52% | 31 |
|
|
2017
Q2 | $1.17M | Buy |
9,497
+37
| +0.4% | +$4.58K | 0.55% | 30 |
|
|
2017
Q1 | $1.16M | Sell |
9,460
-362
| -4% | -$44.4K | 0.57% | 30 |
|
|
2016
Q4 | $1.2M | Buy |
9,822
+490
| +5% | +$60.8K | 0.61% | 30 |
|
|
2016
Q3 | $1.18M | Buy |
9,332
+909
| +11% | +$115K | 0.59% | 31 |
|
|
2016
Q2 | $1.07M | Buy |
8,423
+939
| +13% | +$118K | 0.57% | 31 |
|
|
2016
Q1 | $943K | Buy |
7,484
+941
| +14% | +$118K | 0.58% | 34 |
|
|
2015
Q4 | $802K | Buy |
6,543
+20
| +0.3% | +$2.47K | 0.47% | 31 |
|
|
2015
Q3 | $813K | Sell |
6,523
-24
| -0.4% | -$2.96K | 0.46% | 32 |
|
|
2015
Q2 | $805K | Sell |
6,547
-772
| -11% | -$95.2K | 0.43% | 37 |
|
|
2015
Q1 | $909K | Sell |
7,319
-662
| -8% | -$81.8K | 0.49% | 37 |
|
|
2014
Q4 | $976K | Sell |
7,981
-245
| -3% | -$30K | 0.54% | 36 |
|
|
2014
Q3 | $998K | Buy |
8,226
+80
| +1% | +$9.72K | 0.57% | 35 |
|
|
2014
Q2 | $992K | Buy |
8,146
+1,033
| +15% | +$125K | 0.56% | 34 |
|
|
2014
Q1 | $859K | Sell |
7,113
-190
| -3% | -$23K | 0.5% | 29 |
|
|
2013
Q4 | $877K | Sell |
7,303
-90
| -1% | -$10.9K | 0.52% | 29 |
|
|
2013
Q3 | $897K | Buy |
+7,393
| New | +$890K | 0.55% | 30 |
|
Other funds holding IEI
