RWM
Ritholtz Wealth Management’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 | $9.04M | Buy |
75,945
+30,853
| +68% | +$3.67M | 0.2% | 54 |
|
|
2025
Q1 | $5.33M | Buy |
45,092
+4,003
| +10% | +$473K | 0.16% | 86 |
|
|
2024
Q4 | $4.75M | Buy |
41,089
+4,202
| +11% | +$486K | 0.14% | 89 |
|
|
2024
Q3 | $4.41M | Buy |
36,887
+7,389
| +25% | +$884K | 0.13% | 92 |
|
|
2024
Q2 | $3.41M | Buy |
29,498
+861
| +3% | +$99.4K | 0.11% | 119 |
|
|
2024
Q1 | $3.32M | Buy |
28,637
+9,689
| +51% | +$1.12M | 0.11% | 124 |
|
|
2023
Q4 | $2.22M | Buy |
18,948
+549
| +3% | +$64.3K | 0.09% | 153 |
|
|
2023
Q3 | $2.08M | Buy |
18,399
+216
| +1% | +$24.4K | 0.09% | 134 |
|
|
2023
Q2 | $2.1M | Buy |
18,183
+8,415
| +86% | +$970K | 0.09% | 128 |
|
|
2023
Q1 | $1.15M | Buy |
+9,768
| New | +$1.15M | 0.06% | 225 |
|
|
2022
Q3 | – | Sell |
-14,467
| Closed | -$1.73M | – | 728 |
|
|
2022
Q2 | $1.73M | Sell |
14,467
-149,734
| -91% | -$17.9M | 0.11% | 112 |
|
|
2022
Q1 | $20M | Buy |
164,201
+72,869
| +80% | +$8.89M | 1.35% | 14 |
|
|
2021
Q4 | $11.8M | Buy |
91,332
+11,399
| +14% | +$1.47M | 0.73% | 20 |
|
|
2021
Q3 | $10.4M | Buy |
79,933
+4,206
| +6% | +$548K | 0.72% | 20 |
|
|
2021
Q2 | $9.89M | Buy |
75,727
+16,699
| +28% | +$2.18M | 0.71% | 18 |
|
|
2021
Q1 | $7.67M | Buy |
59,028
+9,644
| +20% | +$1.25M | 0.64% | 17 |
|
|
2020
Q4 | $6.57M | Buy |
49,384
+2,130
| +5% | +$283K | 0.63% | 17 |
|
|
2020
Q3 | $6.31M | Buy |
47,254
+1,994
| +4% | +$266K | 0.71% | 16 |
|
|
2020
Q2 | $6.05M | Sell |
45,260
-958,301
| -95% | -$128M | 0.78% | 15 |
|
|
2020
Q1 | $134M | Buy |
1,003,561
+1,000,917
| +37,856% | +$133M | 21.45% | 1 |
|
|
2019
Q4 | $332K | Sell |
2,644
-2,509
| -49% | -$315K | 0.05% | 107 |
|
|
2019
Q3 | $653K | Sell |
5,153
-120,019
| -96% | -$15.2M | 0.11% | 64 |
|
|
2019
Q2 | $15.7M | Buy |
125,172
+117,918
| +1,626% | +$14.8M | 2.69% | 10 |
|
|
2019
Q1 | $894K | Sell |
7,254
-1,043,682
| -99% | -$129M | 0.16% | 46 |
|
|
2018
Q4 | $128M | Buy |
+1,050,936
| New | +$128M | 28.91% | 1 |
|