RWA Wealth Partners’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 | $17.5M | Sell |
146,825
-48,859
| -25% | -$5.82M | 0.22% | 73 |
|
|
2025
Q1 | $23.1M | Sell |
195,684
-103,761
| -35% | -$12.3M | 0.29% | 57 |
|
|
2024
Q4 | $34.6M | Buy |
299,445
+349
| +0.1% | +$40.3K | 0.43% | 41 |
|
|
2024
Q3 | $35.8M | Sell |
299,096
-3,363
| -1% | -$402K | 0.45% | 35 |
|
|
2024
Q2 | $34.9M | Buy |
302,459
+256,631
| +560% | +$29.6M | 0.46% | 36 |
|
|
2024
Q1 | $5.31M | Buy |
45,828
+1,811
| +4% | +$210K | 0.07% | 142 |
|
|
2023
Q4 | $5.16M | Buy |
44,017
+37,584
| +584% | +$4.4M | 0.07% | 133 |
|
|
2023
Q3 | $728K | Buy |
+6,433
| New | +$728K | 0.02% | 221 |
|
|
2020
Q2 | – | Sell |
-7,806
| Closed | -$1.04M | – | 214 |
|
|
2020
Q1 | $1.04M | Buy |
+7,806
| New | +$1.04M | 0.15% | 93 |
|