Kingsview Wealth Management’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 | $3.4M | Buy |
28,530
+5,544
| +24% | +$660K | 0.06% | 316 |
|
|
2025
Q1 | $2.72M | Buy |
22,986
+9,285
| +68% | +$1.1M | 0.05% | 321 |
|
|
2024
Q4 | $1.58M | Buy |
13,701
+350
| +3% | +$40.4K | 0.03% | 444 |
|
|
2024
Q3 | $1.6M | Sell |
13,351
-2,637
| -16% | -$315K | 0.03% | 422 |
|
|
2024
Q2 | $1.85M | Sell |
15,988
-4,467
| -22% | -$516K | 0.04% | 367 |
|
|
2024
Q1 | $2.37M | Buy |
20,455
+4,122
| +25% | +$477K | 0.06% | 302 |
|
|
2023
Q4 | $1.91M | Sell |
16,333
-72,057
| -82% | -$8.44M | 0.06% | 292 |
|
|
2023
Q3 | $10M | Buy |
88,390
+29,430
| +50% | +$3.33M | 0.36% | 61 |
|
|
2023
Q2 | $6.8M | Sell |
58,960
-838
| -1% | -$96.6K | 0.27% | 88 |
|
|
2023
Q1 | $7.04M | Buy |
59,798
+10,862
| +22% | +$1.28M | 0.3% | 79 |
|
|
2022
Q4 | $5.62M | Sell |
48,936
-10,818
| -18% | -$1.24M | 0.24% | 100 |
|
|
2022
Q3 | $6.83M | Sell |
59,754
-2,185
| -4% | -$250K | 0.32% | 72 |
|
|
2022
Q2 | $7.39M | Buy |
61,939
+11,295
| +22% | +$1.35M | 0.35% | 68 |
|
|
2022
Q1 | $6.18M | Sell |
50,644
-2,032
| -4% | -$248K | 0.27% | 89 |
|
|
2021
Q4 | $6.78M | Buy |
52,676
+8,105
| +18% | +$1.04M | 0.28% | 81 |
|
|
2021
Q3 | $5.8M | Buy |
44,571
+13,281
| +42% | +$1.73M | 0.27% | 82 |
|
|
2021
Q2 | $4.08M | Buy |
31,290
+8,353
| +36% | +$1.09M | 0.2% | 120 |
|
|
2021
Q1 | $2.98M | Buy |
22,937
+8,611
| +60% | +$1.12M | 0.17% | 133 |
|
|
2020
Q4 | $1.91M | Buy |
14,326
+6,653
| +87% | +$885K | 0.14% | 161 |
|
|
2020
Q3 | $1.03M | Buy |
7,673
+3,194
| +71% | +$427K | 0.09% | 217 |
|
|
2020
Q2 | $599K | Buy |
+4,479
| New | +$599K | 0.06% | 293 |
|
|
2017
Q3 | – | Sell |
-1,678
| Closed | -$207K | – | 284 |
|
|
2017
Q2 | $207K | Sell |
1,678
-113
| -6% | -$13.9K | 0.11% | 235 |
|
|
2017
Q1 | $220K | Buy |
+1,791
| New | +$220K | 0.13% | 206 |
|