Strategic Wealth Partners’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 | $23.4M | Buy |
+196,200
| New | +$23.4M | 1.84% | 9 |
|
|
2024
Q4 | $22.4M | Buy |
193,194
+3,319
| +2% | +$384K | 1.85% | 7 |
|
|
2024
Q3 | $22.7M | Buy |
189,875
+16,188
| +9% | +$1.94M | 2.18% | 7 |
|
|
2024
Q2 | $20.1M | Buy |
173,687
+12,334
| +8% | +$1.42M | 2.09% | 8 |
|
|
2024
Q1 | $18.7M | Buy |
161,353
+17,055
| +12% | +$1.98M | 2.05% | 7 |
|
|
2023
Q4 | $16.9M | Buy |
144,298
+540
| +0.4% | +$63.3K | 2.08% | 9 |
|
|
2023
Q3 | $16.3M | Buy |
143,758
+9,888
| +7% | +$1.12M | 2.14% | 8 |
|
|
2023
Q2 | $15.4M | Buy |
133,870
+7,099
| +6% | +$818K | 2% | 9 |
|
|
2023
Q1 | $14.9M | Buy |
126,771
+25,537
| +25% | +$3M | 2.29% | 8 |
|
|
2022
Q4 | $11.6M | Buy |
101,234
+35,367
| +54% | +$4.06M | 2.16% | 7 |
|
|
2022
Q3 | $7.53M | Sell |
65,867
-190
| -0.3% | -$21.7K | 1.6% | 11 |
|
|
2022
Q2 | $7.88M | Buy |
66,057
+1,192
| +2% | +$142K | 1.7% | 11 |
|
|
2022
Q1 | $7.92M | Buy |
64,865
+6,824
| +12% | +$833K | 1.55% | 12 |
|
|
2021
Q4 | $7.47M | Buy |
58,041
+3,573
| +7% | +$460K | 1.42% | 10 |
|
|
2021
Q3 | $7.09M | Buy |
54,468
+3,285
| +6% | +$428K | 2.08% | 10 |
|
|
2021
Q2 | $6.68M | Buy |
51,183
+20
| +0% | +$2.61K | 2.18% | 10 |
|
|
2021
Q1 | $6.65M | Buy |
51,163
+4,693
| +10% | +$610K | 2.65% | 8 |
|
|
2020
Q4 | $6.18M | Buy |
46,470
+12,935
| +39% | +$1.72M | 2.59% | 8 |
|
|
2020
Q3 | $4.48M | Buy |
+33,535
| New | +$4.48M | 2.26% | 9 |
|
|
2019
Q2 | – | Sell |
-926
| Closed | -$113K | – | 775 |
|
|
2019
Q1 | $113K | Hold |
926
| – | – | 0.05% | 170 |
|
|
2018
Q4 | $112K | Sell |
926
-310
| -25% | -$37.5K | 0.06% | 160 |
|
|
2018
Q3 | $147K | Hold |
1,236
| – | – | 0.08% | 147 |
|
|
2018
Q2 | $148K | Hold |
1,236
| – | – | 0.09% | 162 |
|
|
2018
Q1 | $149K | Hold |
1,236
| – | – | 0.08% | 167 |
|
|
2017
Q4 | $153K | Buy |
+1,236
| New | +$153K | 0.08% | 157 |
|