Spire Wealth Management’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 | $1.67M | Sell |
13,993
-2,345
| -14% | -$279K | 0.06% | 267 |
|
|
2025
Q1 | $1.93M | Sell |
16,338
-318
| -2% | -$37.6K | 0.06% | 273 |
|
|
2024
Q4 | $1.92M | Sell |
16,656
-883
| -5% | -$102K | 0.06% | 250 |
|
|
2024
Q3 | $2.1M | Sell |
17,539
-1,157
| -6% | -$138K | 0.07% | 224 |
|
|
2024
Q2 | $2.16M | Buy |
18,696
+4,318
| +30% | +$499K | 0.08% | 220 |
|
|
2024
Q1 | $1.67M | Buy |
14,378
+6,850
| +91% | +$793K | 0.03% | 280 |
|
|
2023
Q4 | $876K | Buy |
7,528
+1,739
| +30% | +$202K | 0.03% | 393 |
|
|
2023
Q3 | $655K | Buy |
5,789
+857
| +17% | +$97K | 0.02% | 423 |
|
|
2023
Q2 | $568K | Sell |
4,932
-150
| -3% | -$17.3K | 0.02% | 466 |
|
|
2023
Q1 | $598K | Buy |
5,082
+1,207
| +31% | +$142K | 0.02% | 450 |
|
|
2022
Q4 | $445K | Sell |
3,875
-13,332
| -77% | -$1.53M | 0.03% | 380 |
|
|
2022
Q3 | $1.97M | Sell |
17,207
-1,031
| -6% | -$118K | 0.12% | 137 |
|
|
2022
Q2 | $2.18M | Buy |
18,238
+20
| +0.1% | +$2.39K | 0.09% | 200 |
|
|
2022
Q1 | $2.22M | Buy |
18,218
+106
| +0.6% | +$12.9K | 0.06% | 250 |
|
|
2021
Q4 | $2.33M | Sell |
18,112
-399
| -2% | -$51.3K | 0.05% | 287 |
|
|
2021
Q3 | $2.4M | Sell |
18,511
-73
| -0.4% | -$9.47K | 0.06% | 254 |
|
|
2021
Q2 | $2.43M | Sell |
18,584
-972
| -5% | -$127K | 0.07% | 260 |
|
|
2021
Q1 | $2.25M | Buy |
+19,556
| New | +$2.25M | 0.06% | 257 |
|