McKinley Carter Wealth Services’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
Q4 | $2.82M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $338K | Sell |
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2023
Q2 | $460K | Sell |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $844K | Sell |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $2.43M | Sell |
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|
2021
Q3 | $2.53M | Sell |
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|
2021
Q2 | $3.01M | Sell |
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|
2021
Q1 | $3.63M | Buy |
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|
2020
Q4 | $2.08M | Buy |
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