Strategic Wealth Partners’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 | $24.2M | Buy |
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|
2025
Q2 | $23.4M | Buy |
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|
2024
Q4 | $22.4M | Buy |
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|
2024
Q3 | $22.7M | Buy |
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|
2024
Q2 | $20.1M | Buy |
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|
2024
Q1 | $18.7M | Buy |
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|
2023
Q4 | $16.9M | Buy |
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|
2023
Q3 | $16.3M | Buy |
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|
2023
Q2 | $15.4M | Buy |
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|
2023
Q1 | $14.9M | Buy |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $7.53M | Sell |
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|
2022
Q2 | $7.88M | Buy |
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|
2022
Q1 | $7.92M | Buy |
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|
2021
Q4 | $7.47M | Buy |
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|
2021
Q3 | $7.09M | Buy |
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|
2021
Q2 | $6.68M | Buy |
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|
2021
Q1 | $6.65M | Buy |
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|
2020
Q4 | $6.18M | Buy |
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|
2020
Q3 | $4.48M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $113K | Hold |
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|
2018
Q4 | $112K | Sell |
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|
2018
Q3 | $147K | Hold |
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|
2018
Q2 | $148K | Hold |
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|
2018
Q1 | $149K | Hold |
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|
2017
Q4 | $153K | Buy |
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