Surience Private Wealth’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 | – | Sell |
-2,833
| Closed | -$335K | – | 37 |
|
|
2025
Q1 | $335K | Sell |
2,833
-22,442
| -89% | -$2.65M | 0.58% | 25 |
|
|
2024
Q4 | $2.92M | Sell |
25,275
-2,609
| -9% | -$301K | 3.77% | 14 |
|
|
2024
Q3 | $3.34M | Buy |
+27,884
| New | +$3.34M | 3.41% | 12 |
|
|
2023
Q3 | – | Sell |
-3,002
| Closed | -$346K | – | 24 |
|
|
2023
Q2 | $346K | Sell |
3,002
-866
| -22% | -$99.8K | 0.5% | 22 |
|
|
2023
Q1 | $455K | Hold |
3,868
| – | – | 0.67% | 15 |
|
|
2022
Q4 | $444K | Sell |
3,868
-456
| -11% | -$52.4K | 0.59% | 18 |
|
|
2022
Q3 | $494K | Buy |
4,324
+456
| +12% | +$52.1K | 1.27% | 11 |
|
|
2022
Q2 | $462K | Hold |
3,868
| – | – | 0.7% | 9 |
|
|
2022
Q1 | $472K | Sell |
3,868
-56,426
| -94% | -$6.89M | 0.41% | 19 |
|
|
2021
Q4 | $7.76M | Buy |
+60,294
| New | +$7.76M | 6.32% | 5 |
|