RWM
RKL 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 | $2.11M | Sell |
17,748
-28,191
| -61% | -$3.36M | 0.19% | 66 |
|
|
2025
Q1 | $5.43M | Sell |
45,939
-18,177
| -28% | -$2.15M | 0.51% | 31 |
|
|
2024
Q4 | $7.41M | Sell |
64,116
-28,389
| -31% | -$3.28M | 0.66% | 27 |
|
|
2024
Q3 | $11.1M | Sell |
92,505
-11,442
| -11% | -$1.37M | 1% | 21 |
|
|
2024
Q2 | $12M | Buy |
103,947
+6,865
| +7% | +$793K | 1.16% | 20 |
|
|
2024
Q1 | $11.2M | Sell |
97,082
-800
| -0.8% | -$92.6K | 1.11% | 20 |
|
|
2023
Q4 | $11.5M | Buy |
97,882
+8,476
| +9% | +$993K | 1.24% | 19 |
|
|
2023
Q3 | $10.1M | Buy |
89,406
+4,882
| +6% | +$552K | 1.24% | 19 |
|
|
2023
Q2 | $9.74M | Sell |
84,524
-221
| -0.3% | -$25.5K | 1.15% | 20 |
|
|
2023
Q1 | $9.97M | Buy |
84,745
+1,479
| +2% | +$174K | 1.26% | 20 |
|
|
2022
Q4 | $9.57M | Sell |
83,266
-255
| -0.3% | -$29.3K | 1.28% | 19 |
|
|
2022
Q3 | $9.55M | Buy |
83,521
+2,764
| +3% | +$316K | 1.38% | 19 |
|
|
2022
Q2 | $9.64M | Buy |
80,757
+2,733
| +4% | +$326K | 1.32% | 21 |
|
|
2022
Q1 | $9.52M | Buy |
78,024
+4,987
| +7% | +$609K | 1.14% | 22 |
|
|
2021
Q4 | $9.4M | Buy |
73,037
+2,073
| +3% | +$267K | 1.12% | 24 |
|
|
2021
Q3 | $9.24M | Buy |
70,964
+1,657
| +2% | +$216K | 1.17% | 23 |
|
|
2021
Q2 | $9.05M | Buy |
69,307
+5,510
| +9% | +$719K | 1.14% | 25 |
|
|
2021
Q1 | $8.29M | Buy |
63,797
+2,885
| +5% | +$375K | 1.11% | 25 |
|
|
2020
Q4 | $8.1M | Buy |
60,912
+2,429
| +4% | +$323K | 1.13% | 25 |
|
|
2020
Q3 | $7.81M | Buy |
58,483
+2,670
| +5% | +$357K | 1.24% | 22 |
|
|
2020
Q2 | $7.46M | Buy |
55,813
+896
| +2% | +$120K | 1.28% | 23 |
|
|
2020
Q1 | $7.32M | Buy |
54,917
+4,361
| +9% | +$582K | 1.53% | 18 |
|
|
2019
Q4 | $6.36M | Buy |
50,556
+3,358
| +7% | +$422K | 1.14% | 26 |
|
|
2019
Q3 | $5.99M | Sell |
47,198
-2,888
| -6% | -$366K | 1.14% | 25 |
|
|
2019
Q2 | $6.3M | Buy |
50,086
+7,657
| +18% | +$963K | 1.16% | 24 |
|
|
2019
Q1 | $5.23M | Buy |
42,429
+8,305
| +24% | +$1.02M | 1.02% | 26 |
|
|
2018
Q4 | $4.14M | Buy |
34,124
+10,569
| +45% | +$1.28M | 0.96% | 29 |
|
|
2018
Q3 | $2.81M | Buy |
23,555
+2,030
| +9% | +$242K | 0.6% | 38 |
|
|
2018
Q2 | $2.59M | Buy |
21,525
+279
| +1% | +$33.5K | 0.58% | 41 |
|
|
2018
Q1 | $2.56M | Buy |
21,246
+1,546
| +8% | +$187K | 0.61% | 40 |
|
|
2017
Q4 | $2.41M | Sell |
19,700
-348
| -2% | -$42.5K | 0.6% | 42 |
|
|
2017
Q3 | $2.47M | Buy |
20,048
+1,404
| +8% | +$173K | 0.7% | 40 |
|
|
2017
Q2 | $2.3M | Buy |
18,644
+14,371
| +336% | +$1.78M | 0.73% | 41 |
|
|
2017
Q1 | $525K | Buy |
+4,273
| New | +$525K | 0.21% | 80 |
|