Sequoia Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $580K | Sell |
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|
2025
Q2 | $645K | Buy |
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|
2025
Q1 | $403K | Buy |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $253K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $215K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $261K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $232K | Sell |
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|
2016
Q2 | $364K | Hold |
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|
2016
Q1 | $360K | Buy |
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|
2015
Q4 | $254K | Buy |
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|
2015
Q3 | $230K | Sell |
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|
2015
Q2 | $228K | Sell |
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|
2015
Q1 | $231K | Sell |
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|
2014
Q4 | $229K | Sell |
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|
2014
Q3 | $259K | Buy |
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|
2014
Q2 | $260K | Sell |
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|
2014
Q1 | $261K | Sell |
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|
2013
Q4 | $378K | Buy |
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