Plante Moran Financial Advisors’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
Q1 | – | Sell |
-55
| Closed | -$6.36K | – | 878 |
|
|
2024
Q4 | $6.36K | Hold |
55
| – | – | ﹤0.01% | 654 |
|
|
2024
Q3 | $6.58K | Buy |
+55
| New | +$6.58K | ﹤0.01% | 650 |
|
|
2024
Q2 | – | Sell |
-290
| Closed | -$33.6K | – | 842 |
|
|
2024
Q1 | $33.6K | Buy |
+290
| New | +$33.6K | ﹤0.01% | 417 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | -$1K | – | 901 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 962 |
|
|
2021
Q2 | – | Sell |
-182
| Closed | -$24K | – | 1020 |
|
|
2021
Q1 | $24K | Buy |
+182
| New | +$24K | 0.01% | 513 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$1K | – | 809 |
|
|
2020
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 692 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$4K | – | 894 |
|
|
2018
Q1 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 754 |
|
|
2016
Q1 | – | Sell |
-149
| Closed | -$18K | – | 943 |
|
|
2015
Q4 | $18K | Buy |
+149
| New | +$18K | 0.01% | 469 |
|