SFMG Wealth 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
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $2.51M | Sell |
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|
2024
Q3 | $2.92M | Sell |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.61M | Sell |
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|
2023
Q4 | $4.17M | Sell |
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|
2023
Q3 | $5.22M | Sell |
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|
2023
Q2 | $6.21M | Sell |
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|
2023
Q1 | $27.1M | Sell |
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|
2022
Q4 | $47.7M | Sell |
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|
2022
Q3 | $68M | Sell |
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|
2022
Q2 | $91M | Buy |
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|
2022
Q1 | $28.3M | Buy |
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|
2021
Q4 | $14.1M | Sell |
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|
2021
Q3 | $27.3M | Sell |
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|
2021
Q2 | $32.5M | Buy |
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|
2021
Q1 | $29.9M | Sell |
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|
2020
Q4 | $56.6M | Sell |
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|
2020
Q3 | $58.6M | Sell |
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|
2020
Q2 | $61.5M | Buy |
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|
2020
Q1 | $210K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $13M | Sell |
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|
2016
Q3 | $18.2M | Sell |
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|
2016
Q2 | $20.2M | Sell |
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|
2016
Q1 | $23.4M | Buy |
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|
2015
Q4 | $1.91M | Sell |
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|
2015
Q3 | $2.07M | Buy |
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|
2015
Q2 | $933K | Sell |
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|
2015
Q1 | $3.05M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $225K | Sell |
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|
2014
Q2 | $250K | Hold |
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|
2014
Q1 | $248K | Hold |
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|
2013
Q4 | $246K | Sell |
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|
2013
Q3 | $442K | Sell |
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|
2013
Q2 | $759K | Buy |
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