Steward Partners Investment Advisory’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 | $1.88M | Sell |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | $150K | Sell |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $113K | Buy |
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|
2023
Q2 | $91.8K | Sell |
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|
2023
Q1 | $153K | Sell |
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|
2022
Q4 | $159K | Hold |
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|
2022
Q3 | $159K | Hold |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $170K | Hold |
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|
2021
Q4 | $179K | Sell |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | $205K | Buy |
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|
2019
Q4 | $139K | Buy |
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|
2019
Q3 | $140K | Buy |
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|
2019
Q2 | $130K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $103K | Sell |
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|
2018
Q2 | $109K | Sell |
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|
2018
Q1 | $469K | Buy |
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|
2017
Q4 | $53K | Sell |
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|
2017
Q3 | $79K | Sell |
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|
2017
Q2 | $82K | Buy |
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|
2017
Q1 | $58K | Buy |
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|
2016
Q4 | $42K | Buy |
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