Kestra Private Wealth Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
88,533
+13,928
| +19% | +$1.66M | 0.15% | 155 |
|
|
2025
Q1 | $8.81M | Buy |
74,605
+20,964
| +39% | +$2.48M | 0.15% | 164 |
|
|
2024
Q4 | $6.2M | Buy |
53,641
+7,678
| +17% | +$887K | 0.11% | 207 |
|
|
2024
Q3 | $5.5M | Buy |
45,963
+4,803
| +12% | +$574K | 0.1% | 218 |
|
|
2024
Q2 | $4.75M | Buy |
41,160
+1,273
| +3% | +$147K | 0.1% | 226 |
|
|
2024
Q1 | $4.62M | Buy |
39,887
+850
| +2% | +$98.4K | 0.1% | 212 |
|
|
2023
Q4 | $4.57M | Buy |
39,037
+13,297
| +52% | +$1.56M | 0.12% | 202 |
|
|
2023
Q3 | $2.91M | Buy |
25,740
+13,132
| +104% | +$1.49M | 0.09% | 241 |
|
|
2023
Q2 | $1.45M | Buy |
12,608
+10,578
| +521% | +$1.22M | 0.05% | 356 |
|
|
2023
Q1 | $239K | Buy |
+2,030
| New | +$239K | 0.01% | 852 |
|