Simplicity Wealth’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 | $1.32M | Buy |
11,070
+3,967
| +56% | +$472K | 0.05% | 279 |
|
|
2025
Q1 | $839K | Buy |
+7,103
| New | +$839K | 0.07% | 276 |
|
|
2024
Q4 | – | Sell |
-7,906
| Closed | -$946K | – | 432 |
|
|
2024
Q3 | $946K | Sell |
7,906
-178
| -2% | -$21.3K | 0.09% | 204 |
|
|
2024
Q2 | $934K | Sell |
8,084
-840
| -9% | -$97K | 0.02% | 550 |
|
|
2024
Q1 | $1.03M | Buy |
8,924
+3,573
| +67% | +$414K | 0.02% | 505 |
|
|
2023
Q4 | $627K | Buy |
+5,351
| New | +$627K | 0.24% | 68 |
|