RMR Wealth Builders’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 | $536K | Hold |
4,500
| – | – | 0.05% | 155 |
|
|
2025
Q1 | $532K | Hold |
4,500
| – | – | 0.06% | 150 |
|
|
2024
Q4 | $520K | Hold |
4,500
| – | – | 0.05% | 153 |
|
|
2024
Q3 | $538K | Hold |
4,500
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $520K | Hold |
4,500
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $521K | Hold |
4,500
| – | – | 0.06% | 149 |
|
|
2023
Q4 | $527K | Hold |
4,500
| – | – | 0.07% | 141 |
|
|
2023
Q3 | $509K | Hold |
4,500
| – | – | 0.08% | 133 |
|
|
2023
Q2 | $519K | Hold |
4,500
| – | – | 0.09% | 110 |
|
|
2023
Q1 | $529K | Hold |
4,500
| – | – | 0.1% | 104 |
|
|
2022
Q4 | $517K | Hold |
4,500
| – | – | 0.12% | 94 |
|
|
2022
Q3 | $514K | Sell |
4,500
-2,000
| -31% | -$228K | 0.13% | 90 |
|
|
2022
Q2 | $776K | Sell |
6,500
-8,500
| -57% | -$1.01M | 0.19% | 76 |
|
|
2022
Q1 | $1.83M | Buy |
+15,000
| New | +$1.83M | 0.39% | 41 |
|
|
2021
Q4 | – | Sell |
-15,000
| Closed | -$1.95M | – | 157 |
|
|
2021
Q3 | $1.95M | Hold |
15,000
| – | – | 0.57% | 26 |
|
|
2021
Q2 | $1.96M | Hold |
15,000
| – | – | 0.64% | 26 |
|
|
2021
Q1 | $1.95M | Hold |
15,000
| – | – | 0.51% | 28 |
|
|
2020
Q4 | $2M | Hold |
15,000
| – | – | 0.98% | 18 |
|
|
2020
Q3 | $2M | Hold |
15,000
| – | – | 0.52% | 36 |
|
|
2020
Q2 | $2.01M | Buy |
+15,000
| New | +$2.01M | 1.79% | 10 |
|