Lauer Wealth’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 | – | Sell |
-34,140
| Closed | -$4.07M | – | 55 |
|
|
2025
Q1 | $4.07M | Buy |
+34,140
| New | +$4.07M | 3.13% | 11 |
|
|
2024
Q4 | – | Sell |
-34,097
| Closed | -$3.99M | – | 41 |
|
|
2024
Q3 | $3.99M | Buy |
34,097
+12,407
| +57% | +$1.45M | 3.08% | 10 |
|
|
2024
Q2 | $2.52M | Sell |
21,690
-20,735
| -49% | -$2.41M | 1.99% | 10 |
|
|
2024
Q1 | $4.83M | Sell |
42,425
-6
| -0% | -$683 | 4.19% | 9 |
|
|
2023
Q4 | $4.95M | Sell |
42,431
-1,301
| -3% | -$152K | 4.58% | 10 |
|
|
2023
Q3 | $4.93M | Buy |
43,732
+290
| +0.7% | +$32.7K | 5.32% | 8 |
|
|
2023
Q2 | $4.98M | Sell |
43,442
-11,728
| -21% | -$1.35M | 5.15% | 7 |
|
|
2023
Q1 | $6.47M | Buy |
+55,170
| New | +$6.47M | 8.09% | 4 |
|