Meridian 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 | $1.76M | Buy |
14,748
+90
| +0.6% | +$10.7K | 0.08% | 220 |
|
|
2025
Q1 | $1.73M | Sell |
14,658
-4,486
| -23% | -$530K | 0.08% | 200 |
|
|
2024
Q4 | $2.21M | Sell |
19,144
-1,084
| -5% | -$125K | 0.1% | 179 |
|
|
2024
Q3 | $2.42M | Buy |
+20,228
| New | +$2.42M | 0.12% | 168 |
|
|
2024
Q2 | – | Sell |
-19,446
| Closed | -$2.25M | – | 395 |
|
|
2024
Q1 | $2.25M | Sell |
19,446
-3,061
| -14% | -$354K | 0.37% | 52 |
|
|
2023
Q4 | $2.64M | Buy |
+22,507
| New | +$2.64M | 0.17% | 136 |
|
|
2019
Q3 | – | Sell |
-1,325
| Closed | -$1.67K | – | 320 |
|
|
2019
Q2 | $1.67K | Sell |
1,325
-500
| -27% | -$629 | 0.07% | 226 |
|
|
2019
Q1 | $225K | Buy |
1,825
+25
| +1% | +$3.08K | 0.1% | 171 |
|
|
2018
Q4 | $219K | Buy |
+1,800
| New | +$219K | 0.13% | 144 |
|