Premier Path Wealth Partners’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
Q2 | $8.15M | Buy |
68,475
+2,041
| +3% | +$243K | 1.14% | 20 |
|
|
2025
Q1 | $7.85M | Buy |
66,434
+5,039
| +8% | +$595K | 1.22% | 18 |
|
|
2024
Q4 | $7.09M | Buy |
61,395
+2,617
| +4% | +$302K | 1.08% | 23 |
|
|
2024
Q3 | $7.03M | Buy |
58,778
+3,389
| +6% | +$405K | 1.11% | 20 |
|
|
2024
Q2 | $6.4M | Buy |
55,389
+3,022
| +6% | +$349K | 1.09% | 19 |
|
|
2024
Q1 | $5.97M | Buy |
52,367
+49,924
| +2,044% | +$5.69M | 1.12% | 20 |
|
|
2023
Q4 | $437K | Buy |
+2,443
| New | +$437K | 0.1% | 208 |
|