Resonant Capital 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
Q2
$2.17M Sell
18,225
-54
-0.3% -$6.43K 0.14% 114
2025
Q1
$2.16M Buy
18,279
+54
+0.3% +$6.38K 0.15% 103
2024
Q4
$2.11M Hold
18,225
0.15% 105
2024
Q3
$2.18M Hold
18,225
0.16% 102
2024
Q2
$2.1M Hold
18,225
0.17% 102
2024
Q1
$2.11M Hold
18,225
0.18% 101
2023
Q4
$2.13M Buy
+18,225
New +$2.13M 0.21% 95
2023
Q1
Sell
-4,414
Closed -$507K 256
2022
Q4
$507K Buy
+4,414
New +$507K 0.06% 163