MorganRosel 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 | $933K | Buy |
7,832
+474
| +6% | +$56.4K | 0.25% | 62 |
|
|
2025
Q1 | $869K | Buy |
7,358
+466
| +7% | +$55.1K | 0.26% | 59 |
|
|
2024
Q4 | $796K | Sell |
6,892
-180
| -3% | -$20.8K | 0.26% | 69 |
|
|
2024
Q3 | $846K | Buy |
7,072
+171
| +2% | +$20.5K | 0.28% | 62 |
|
|
2024
Q2 | $797K | Sell |
6,901
-477
| -6% | -$55.1K | 0.28% | 67 |
|
|
2024
Q1 | $854K | Buy |
+7,378
| New | +$854K | 0.3% | 61 |
|