Plante Moran Financial 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
Q1 | – | Sell |
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|
2024
Q4 | $6.36K | Hold |
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|
2024
Q3 | $6.58K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $33.6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $24K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $18K | Buy |
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