Stratos Wealth Advisors’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 | $7.28M | Buy |
61,090
+5,876
| +11% | +$700K | 0.38% | 69 |
|
|
2025
Q1 | $6.52M | Sell |
55,214
-824
| -1% | -$97.3K | 0.36% | 69 |
|
|
2024
Q4 | $6.48M | Sell |
56,038
-647
| -1% | -$74.8K | 0.31% | 78 |
|
|
2024
Q3 | $6.78M | Buy |
56,685
+9,658
| +21% | +$1.16M | 0.31% | 75 |
|
|
2024
Q2 | $5.43M | Buy |
47,027
+3,467
| +8% | +$400K | 0.27% | 90 |
|
|
2024
Q1 | $5.04M | Sell |
43,560
-1,290
| -3% | -$149K | 0.3% | 83 |
|
|
2023
Q4 | $5.25M | Sell |
44,850
-10,227
| -19% | -$1.2M | 0.3% | 96 |
|
|
2023
Q3 | $6.23M | Buy |
55,077
+21,129
| +62% | +$2.39M | 0.41% | 56 |
|
|
2023
Q2 | $3.91M | Sell |
33,948
-276
| -0.8% | -$31.8K | 0.28% | 101 |
|
|
2023
Q1 | $4.03M | Buy |
34,224
+661
| +2% | +$77.8K | 0.31% | 94 |
|
|
2022
Q4 | $3.86M | Buy |
33,563
+7,395
| +28% | +$850K | 0.32% | 89 |
|
|
2022
Q3 | $2.99M | Buy |
26,168
+5,511
| +27% | +$630K | 0.31% | 89 |
|
|
2022
Q2 | $2.47M | Buy |
20,657
+648
| +3% | +$77.3K | 0.22% | 124 |
|
|
2022
Q1 | $2.44M | Sell |
20,009
-890
| -4% | -$109K | 0.2% | 135 |
|
|
2021
Q4 | $2.69M | Buy |
20,899
+4,447
| +27% | +$572K | 0.19% | 148 |
|
|
2021
Q3 | $2.14M | Buy |
16,452
+215
| +1% | +$28K | 0.18% | 154 |
|
|
2021
Q2 | $2.12M | Buy |
16,237
+1,522
| +10% | +$199K | 0.19% | 144 |
|
|
2021
Q1 | $1.91M | Sell |
14,715
-75
| -0.5% | -$9.74K | 0.2% | 135 |
|
|
2020
Q4 | $1.97M | Buy |
14,790
+3,332
| +29% | +$443K | 0.27% | 90 |
|
|
2020
Q3 | $1.53M | Buy |
11,458
+9,654
| +535% | +$1.29M | 0.37% | 68 |
|
|
2020
Q2 | $241K | Buy |
1,804
+688
| +62% | +$91.9K | 0.07% | 243 |
|
|
2020
Q1 | $149K | Buy |
+1,116
| New | +$149K | 0.11% | 154 |
|