Sequoia Financial Advisors’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 | $645K | Buy |
5,417
+2,007
| +59% | +$239K | ﹤0.01% | 877 |
|
|
2025
Q1 | $403K | Buy |
3,410
+548
| +19% | +$64.7K | ﹤0.01% | 937 |
|
|
2024
Q4 | $331K | Sell |
2,862
-206
| -7% | -$23.8K | ﹤0.01% | 980 |
|
|
2024
Q3 | $367K | Buy |
3,068
+967
| +46% | +$116K | ﹤0.01% | 879 |
|
|
2024
Q2 | $243K | Sell |
2,101
-83
| -4% | -$9.58K | ﹤0.01% | 985 |
|
|
2024
Q1 | $253K | Buy |
+2,184
| New | +$253K | ﹤0.01% | 933 |
|
|
2020
Q2 | – | Sell |
-1,609
| Closed | -$215K | – | 381 |
|
|
2020
Q1 | $215K | Buy |
+1,609
| New | +$215K | 0.02% | 320 |
|
|
2017
Q3 | – | Sell |
-2,111
| Closed | -$261K | – | 298 |
|
|
2017
Q2 | $261K | Buy |
+2,111
| New | +$261K | 0.03% | 228 |
|
|
2016
Q4 | – | Sell |
-1,837
| Closed | -$232K | – | 279 |
|
|
2016
Q3 | $232K | Sell |
1,837
-1,020
| -36% | -$129K | 0.04% | 203 |
|
|
2016
Q2 | $364K | Hold |
2,857
| – | – | 0.1% | 146 |
|
|
2016
Q1 | $360K | Buy |
2,857
+786
| +38% | +$99K | 0.12% | 120 |
|
|
2015
Q4 | $254K | Buy |
2,071
+224
| +12% | +$27.5K | 0.1% | 142 |
|
|
2015
Q3 | $230K | Sell |
1,847
-11
| -0.6% | -$1.37K | 0.1% | 145 |
|
|
2015
Q2 | $228K | Sell |
1,858
-6
| -0.3% | -$736 | 0.1% | 163 |
|
|
2015
Q1 | $231K | Sell |
1,864
-8
| -0.4% | -$991 | 0.11% | 156 |
|
|
2014
Q4 | $229K | Sell |
1,872
-265
| -12% | -$32.4K | 0.16% | 135 |
|
|
2014
Q3 | $259K | Buy |
2,137
+4
| +0.2% | +$485 | 0.18% | 128 |
|
|
2014
Q2 | $260K | Sell |
2,133
-32
| -1% | -$3.9K | 0.2% | 122 |
|
|
2014
Q1 | $261K | Sell |
2,165
-986
| -31% | -$119K | 0.22% | 116 |
|
|
2013
Q4 | $378K | Buy |
+3,151
| New | +$378K | 0.31% | 85 |
|