Summit 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
Q2 | $891K | Sell |
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2025
Q1 | $904K | Sell |
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|
2024
Q4 | $895K | Buy |
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|
2024
Q3 | $676K | Sell |
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|
2024
Q2 | $696K | Buy |
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|
2024
Q1 | $689K | Sell |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $778K | Sell |
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|
2023
Q2 | $812K | Sell |
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|
2023
Q1 | $847K | Sell |
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|
2022
Q4 | $854K | Buy |
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|
2022
Q3 | $420K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $466K | Sell |
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|
2021
Q1 | $530K | Sell |
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|
2020
Q4 | $707K | Sell |
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|
2020
Q3 | $2.37M | Buy |
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|
2020
Q2 | $2.22M | Buy |
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