Perigon Wealth Management’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 | $3.69M | Sell |
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|
2025
Q2 | $3.92M | Sell |
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|
2025
Q1 | $4.81M | Sell |
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|
2024
Q4 | $5.81M | Sell |
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|
2024
Q3 | $6.35M | Sell |
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|
2024
Q2 | $9.25M | Buy |
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|
2024
Q1 | $9.09M | Buy |
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|
2023
Q4 | $8.59M | Sell |
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|
2023
Q3 | $9.55M | Buy |
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|
2023
Q2 | $9.32M | Buy |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $2.8M | Sell |
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|
2022
Q3 | $3.04M | Sell |
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|
2022
Q2 | $6.74M | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $806K | Sell |
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|
2019
Q3 | $950K | Buy |
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|
2019
Q2 | $892K | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $415K | Buy |
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|
2018
Q3 | $408K | Sell |
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|
2018
Q2 | $465K | Buy |
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|
2018
Q1 | $52K | Sell |
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|
2017
Q4 | $158K | Sell |
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|
2017
Q3 | $471K | Sell |
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|
2017
Q2 | $2.57M | Sell |
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|
2017
Q1 | $2.61M | Buy |
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|
2016
Q4 | $2.59M | Sell |
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|
2016
Q3 | $3.08M | Buy |
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|
2016
Q2 | $2.27M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $988K | Sell |
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|
2015
Q3 | $1.39M | Buy |
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|
2015
Q2 | $1.37M | Buy |
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|
2015
Q1 | $1.26M | Buy |
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