MW
MBL Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8M | Sell |
200,198
-8,189
| -4% | -$975K | 2.28% | 12 |
|
|
2025
Q1 | $24.6M | Buy |
208,387
+3,618
| +2% | +$427K | 2.49% | 11 |
|
|
2024
Q4 | $23.7M | Buy |
204,769
+7,717
| +4% | +$892K | 2.37% | 11 |
|
|
2024
Q3 | $23.6M | Buy |
197,052
+2,540
| +1% | +$304K | 2.53% | 11 |
|
|
2024
Q2 | $22.5M | Buy |
194,512
+7,661
| +4% | +$885K | 2.51% | 10 |
|
|
2024
Q1 | $21.6M | Buy |
186,851
+17,462
| +10% | +$2.02M | 2.45% | 10 |
|
|
2023
Q4 | $19.8M | Buy |
169,389
+19,819
| +13% | +$2.32M | 2.48% | 10 |
|
|
2023
Q3 | $16.9M | Buy |
149,570
+24,945
| +20% | +$2.82M | 2.38% | 12 |
|
|
2023
Q2 | $14.4M | Buy |
124,625
+9,689
| +8% | +$1.12M | 2.03% | 14 |
|
|
2023
Q1 | $13.5M | Buy |
114,936
+48,292
| +72% | +$5.68M | 2.11% | 14 |
|
|
2022
Q4 | $7.66M | Buy |
66,644
+1,437
| +2% | +$165K | 1.46% | 19 |
|
|
2022
Q3 | $7.45M | Buy |
+65,207
| New | +$7.45M | 1.61% | 15 |
|