J.W. Coons 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 | $1.2M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $892K | Hold |
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|
2021
Q4 | $939K | Buy |
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|
2021
Q3 | $918K | Sell |
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|
2021
Q2 | $937K | Sell |
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|
2021
Q1 | $999K | Buy |
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|
2020
Q4 | $949K | Buy |
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|
2020
Q3 | $904K | Buy |
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|
2020
Q2 | $828K | Sell |
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|
2020
Q1 | $832K | Buy |
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