RIS
Retirement Income Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
6,196
-416
| -6% | -$49.5K | 0.14% | 61 |
|
|
2025
Q1 | $781K | Sell |
6,612
-1,767
| -21% | -$209K | 0.16% | 53 |
|
|
2024
Q4 | $968K | Sell |
8,379
-18,242
| -69% | -$2.11M | 0.2% | 45 |
|
|
2024
Q3 | $3.18M | Sell |
26,621
-1,785
| -6% | -$213K | 0.73% | 21 |
|
|
2024
Q2 | $3.28M | Sell |
28,406
-18,300
| -39% | -$2.11M | 0.79% | 20 |
|
|
2024
Q1 | $5.41M | Sell |
46,706
-10,393
| -18% | -$1.2M | 1.23% | 15 |
|
|
2023
Q4 | $6.69M | Sell |
57,099
-807
| -1% | -$94.5K | 1.66% | 10 |
|
|
2023
Q3 | $6.55M | Buy |
57,906
+9,954
| +21% | +$1.13M | 1.83% | 10 |
|
|
2023
Q2 | $5.53M | Buy |
47,952
+5
| +0% | +$576 | 1.48% | 11 |
|
|
2023
Q1 | $5.64M | Buy |
47,947
+11,652
| +32% | +$1.37M | 1.64% | 11 |
|
|
2022
Q4 | $4.17M | Buy |
36,295
+33,381
| +1,146% | +$3.84M | 1.32% | 15 |
|
|
2022
Q3 | $334K | Buy |
+2,914
| New | +$334K | 0.12% | 80 |
|