Principle 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 | $338K | Sell |
2,837
-2,392
| -46% | -$285K | 0.02% | 286 |
|
|
2025
Q1 | $618K | Sell |
5,229
-804
| -13% | -$95K | 0.04% | 202 |
|
|
2024
Q4 | $697K | Buy |
6,033
+345
| +6% | +$39.9K | 0.05% | 186 |
|
|
2024
Q3 | $680K | Buy |
5,688
+2,782
| +96% | +$333K | 0.05% | 194 |
|
|
2024
Q2 | $336K | Hold |
2,906
| – | – | 0.03% | 263 |
|
|
2024
Q1 | $337K | Buy |
2,906
+214
| +8% | +$24.8K | 0.03% | 267 |
|
|
2023
Q4 | $315K | Sell |
2,692
-61,393
| -96% | -$7.19M | 0.03% | 262 |
|
|
2023
Q3 | $7.25M | Sell |
64,085
-118,270
| -65% | -$13.4M | 0.73% | 34 |
|
|
2023
Q2 | $21M | Buy |
182,355
+1,822
| +1% | +$210K | 2.11% | 7 |
|
|
2023
Q1 | $21.2M | Buy |
+180,533
| New | +$21.2M | 2.27% | 8 |
|