OneDigital Investment Advisors’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
Q3 | $35M | Buy |
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2025
Q2 | $34.7M | Buy |
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2025
Q1 | $33.9M | Buy |
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|
2024
Q4 | $32.5M | Buy |
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|
2024
Q3 | $29.9M | Buy |
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|
2024
Q2 | $3.32M | Sell |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | $216K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $285K | Buy |
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|
2017
Q3 | $1K | Buy |
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