SWP
Summit Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Sell |
7,482
-170
| -2% | -$20.2K | 0.17% | 86 |
|
|
2025
Q1 | $904K | Sell |
7,652
-92
| -1% | -$10.9K | 0.18% | 85 |
|
|
2024
Q4 | $895K | Buy |
7,744
+2,093
| +37% | +$242K | 0.18% | 87 |
|
|
2024
Q3 | $676K | Sell |
5,651
-380
| -6% | -$45.4K | 0.13% | 116 |
|
|
2024
Q2 | $696K | Buy |
6,031
+83
| +1% | +$9.58K | 0.14% | 104 |
|
|
2024
Q1 | $689K | Sell |
5,948
-643
| -10% | -$74.5K | 0.15% | 103 |
|
|
2023
Q4 | $772K | Sell |
6,591
-282
| -4% | -$33K | 0.18% | 87 |
|
|
2023
Q3 | $778K | Sell |
6,873
-172
| -2% | -$19.5K | 0.2% | 79 |
|
|
2023
Q2 | $812K | Sell |
7,045
-157
| -2% | -$18.1K | 0.2% | 80 |
|
|
2023
Q1 | $847K | Sell |
7,202
-232
| -3% | -$27.3K | 0.22% | 75 |
|
|
2022
Q4 | $854K | Buy |
7,434
+3,758
| +102% | +$432K | 0.23% | 68 |
|
|
2022
Q3 | $420K | Buy |
3,676
+1,619
| +79% | +$185K | 0.12% | 101 |
|
|
2022
Q2 | $246K | Sell |
2,057
-141
| -6% | -$16.8K | 0.07% | 141 |
|
|
2022
Q1 | $268K | Sell |
2,198
-557
| -20% | -$68K | 0.06% | 139 |
|
|
2021
Q4 | $354K | Sell |
2,755
-609
| -18% | -$78.4K | 0.08% | 115 |
|
|
2021
Q3 | $438K | Sell |
3,364
-204
| -6% | -$26.6K | 0.1% | 94 |
|
|
2021
Q2 | $466K | Sell |
3,568
-511
| -13% | -$66.7K | 0.11% | 96 |
|
|
2021
Q1 | $530K | Sell |
4,079
-1,239
| -23% | -$161K | 0.14% | 88 |
|
|
2020
Q4 | $707K | Sell |
5,318
-12,435
| -70% | -$1.65M | 0.19% | 72 |
|
|
2020
Q3 | $2.37M | Buy |
17,753
+1,117
| +7% | +$149K | 0.71% | 31 |
|
|
2020
Q2 | $2.22M | Buy |
+16,636
| New | +$2.22M | 0.72% | 34 |
|