MLA
My Legacy Advisors’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 | $259K | Buy |
2,193
+419
| +24% | +$49.5K | 0.09% | 187 |
|
2025
Q1 | $210K | Sell |
1,774
-1,135
| -39% | -$134K | 0.08% | 204 |
|
2024
Q4 | $336K | Buy |
2,909
+7
| +0.2% | +$808 | 0.13% | 162 |
|
2024
Q3 | $347K | Buy |
2,902
+974
| +51% | +$116K | 0.14% | 162 |
|
2024
Q2 | $223K | Buy |
1,928
+9
| +0.5% | +$1.04K | 0.07% | 201 |
|
2024
Q1 | $222K | Sell |
1,919
-77
| -4% | -$8.92K | 0.07% | 206 |
|
2023
Q4 | $234K | Buy |
+1,996
| New | +$234K | 0.08% | 193 |
|