Kathleen S. Wright Associates’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 | $484K | Buy |
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|
2025
Q2 | $476K | Sell |
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|
2025
Q1 | $476K | Hold |
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|
2024
Q4 | $466K | Hold |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $898K | Buy |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $744K | Buy |
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