J.W. Cole 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
Q2 | $4.1M | Buy |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $3.74M | Buy |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $3.21M | Sell |
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|
2023
Q4 | $8.53M | Buy |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $2.13M | Buy |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $2.27M | Buy |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $1.64M | Buy |
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