Stratos 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 | $1.35M | Sell |
11,374
-115,280
| -91% | -$13.7M | 0.02% | 608 |
|
|
2025
Q1 | $15M | Buy |
126,654
+118,192
| +1,397% | +$14M | 0.23% | 94 |
|
|
2024
Q4 | $978K | Buy |
8,462
+1,769
| +26% | +$204K | 0.01% | 708 |
|
|
2024
Q3 | $801K | Sell |
6,693
-2,090
| -24% | -$250K | 0.01% | 764 |
|
|
2024
Q2 | $1.01M | Buy |
8,783
+341
| +4% | +$39.4K | 0.02% | 642 |
|
|
2024
Q1 | $978K | Buy |
8,442
+3,471
| +70% | +$402K | 0.02% | 658 |
|
|
2023
Q4 | $582K | Sell |
4,971
-2,108
| -30% | -$247K | 0.01% | 821 |
|
|
2023
Q3 | $801K | Buy |
7,079
+352
| +5% | +$39.8K | 0.02% | 645 |
|
|
2023
Q2 | $775K | Buy |
6,727
+4,984
| +286% | +$574K | 0.02% | 611 |
|
|
2023
Q1 | $205K | Sell |
1,743
-900
| -34% | -$106K | 0.01% | 1033 |
|
|
2022
Q4 | $304K | Buy |
2,643
+218
| +9% | +$25.1K | 0.01% | 885 |
|
|
2022
Q3 | $277K | Sell |
2,425
-7,795
| -76% | -$890K | 0.01% | 900 |
|
|
2022
Q2 | $1.22M | Sell |
10,220
-4,650
| -31% | -$555K | 0.03% | 450 |
|
|
2022
Q1 | $1.82M | Buy |
14,870
+3,238
| +28% | +$395K | 0.04% | 382 |
|
|
2021
Q4 | $1.5M | Buy |
11,632
+2,726
| +31% | +$351K | 0.03% | 437 |
|
|
2021
Q3 | $1.16M | Sell |
8,906
-62
| -0.7% | -$8.07K | 0.03% | 475 |
|
|
2021
Q2 | $1.17M | Buy |
8,968
+4,660
| +108% | +$608K | 0.03% | 495 |
|
|
2021
Q1 | $560K | Buy |
4,308
+45
| +1% | +$5.85K | 0.02% | 682 |
|
|
2020
Q4 | $567K | Buy |
4,263
+418
| +11% | +$55.6K | 0.02% | 629 |
|
|
2020
Q3 | $514K | Buy |
3,845
+1,485
| +63% | +$199K | 0.02% | 615 |
|
|
2020
Q2 | $316K | Buy |
2,360
+11
| +0.5% | +$1.47K | 0.01% | 751 |
|
|
2020
Q1 | $313K | Buy |
2,349
+508
| +28% | +$67.7K | 0.01% | 674 |
|
|
2019
Q4 | $231K | Sell |
1,841
-256
| -12% | -$32.1K | 0.01% | 855 |
|
|
2019
Q3 | $266K | Sell |
2,097
-42
| -2% | -$5.33K | 0.01% | 767 |
|
|
2019
Q2 | $269K | Buy |
2,139
+317
| +17% | +$39.9K | 0.01% | 767 |
|
|
2019
Q1 | $225K | Sell |
1,822
-360
| -16% | -$44.5K | 0.01% | 819 |
|
|
2018
Q4 | $265K | Sell |
2,182
-318
| -13% | -$38.6K | 0.01% | 705 |
|
|
2018
Q3 | $298K | Sell |
2,500
-148
| -6% | -$17.6K | 0.01% | 707 |
|
|
2018
Q2 | $318K | Sell |
2,648
-983
| -27% | -$118K | 0.01% | 718 |
|
|
2018
Q1 | $438K | Sell |
3,631
-188
| -5% | -$22.7K | 0.02% | 588 |
|
|
2017
Q4 | $467K | Sell |
3,819
-105
| -3% | -$12.8K | 0.02% | 531 |
|
|
2017
Q3 | $485K | Sell |
3,924
-2,311
| -37% | -$286K | 0.02% | 519 |
|
|
2017
Q2 | $770K | Sell |
6,235
-2,318
| -27% | -$286K | 0.04% | 345 |
|
|
2017
Q1 | $1.05M | Buy |
8,553
+1,563
| +22% | +$192K | 0.06% | 274 |
|
|
2016
Q4 | $856K | Sell |
6,990
-5,230
| -43% | -$640K | 0.05% | 291 |
|
|
2016
Q3 | $1.55M | Buy |
12,220
+236
| +2% | +$29.9K | 0.1% | 186 |
|
|
2016
Q2 | $1.53M | Buy |
11,984
+2,956
| +33% | +$376K | 0.11% | 171 |
|
|
2016
Q1 | $1.14M | Buy |
9,028
+4,730
| +110% | +$596K | 0.1% | 172 |
|
|
2015
Q4 | $527K | Buy |
4,298
+2,579
| +150% | +$316K | 0.04% | 293 |
|
|
2015
Q3 | $214K | Sell |
1,719
-183
| -10% | -$22.8K | 0.03% | 467 |
|
|
2015
Q2 | $234K | Sell |
1,902
-1,171
| -38% | -$144K | 0.03% | 425 |
|
|
2015
Q1 | $383K | Sell |
3,073
-268
| -8% | -$33.4K | 0.05% | 361 |
|
|
2014
Q4 | $409K | Buy |
+3,341
| New | +$409K | 0.07% | 284 |
|