Surience Private Wealth’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 | – | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $3.34M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $455K | Hold |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $494K | Buy |
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|
2022
Q2 | $462K | Hold |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $7.76M | Buy |
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