TPCW
TD Private Client Wealth’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 | $42.3M | Sell |
354,984
-9,614
| -3% | -$1.14M | 1.04% | 21 |
|
|
2025
Q1 | $43.1M | Sell |
364,598
-8,798
| -2% | -$1.04M | 1.19% | 17 |
|
|
2024
Q4 | $43.1M | Buy |
373,396
+11,529
| +3% | +$1.33M | 1.21% | 16 |
|
|
2024
Q3 | $43.3M | Buy |
361,867
+543
| +0.2% | +$64.9K | 1.24% | 17 |
|
|
2024
Q2 | $41.7M | Buy |
361,324
+47,940
| +15% | +$5.54M | 1.31% | 14 |
|
|
2024
Q1 | $36.3M | Buy |
313,384
+27,551
| +10% | +$3.19M | 1.19% | 16 |
|
|
2023
Q4 | $33.5M | Buy |
285,833
+74,713
| +35% | +$8.75M | 1.21% | 14 |
|
|
2023
Q3 | $23.9M | Buy |
211,120
+6,386
| +3% | +$723K | 1.03% | 16 |
|
|
2023
Q2 | $23.6M | Buy |
204,734
+32,933
| +19% | +$3.8M | 1.02% | 16 |
|
|
2023
Q1 | $20.2M | Buy |
171,801
+40,154
| +31% | +$4.72M | 0.91% | 21 |
|
|
2022
Q4 | $15.1M | Sell |
131,647
-10,696
| -8% | -$1.23M | 0.71% | 29 |
|
|
2022
Q3 | $16.3M | Buy |
142,343
+13,437
| +10% | +$1.54M | 0.83% | 22 |
|
|
2022
Q2 | $15.4M | Buy |
128,906
+31,405
| +32% | +$3.75M | 0.75% | 23 |
|
|
2022
Q1 | $11.9M | Sell |
97,501
-5,446
| -5% | -$665K | 0.51% | 36 |
|
|
2021
Q4 | $13.2M | Sell |
102,947
-3,406
| -3% | -$438K | 0.55% | 31 |
|
|
2021
Q3 | $13.8M | Buy |
106,353
+4,692
| +5% | +$611K | 0.59% | 33 |
|
|
2021
Q2 | $13.3M | Buy |
101,661
+9,371
| +10% | +$1.22M | 0.57% | 32 |
|
|
2021
Q1 | $12M | Buy |
92,290
+8,947
| +11% | +$1.16M | 0.56% | 34 |
|
|
2020
Q4 | $11.1M | Buy |
83,343
+8,848
| +12% | +$1.18M | 0.56% | 35 |
|
|
2020
Q3 | $9.95M | Buy |
74,495
+5,077
| +7% | +$678K | 0.56% | 36 |
|
|
2020
Q2 | $9.28M | Buy |
69,418
+8,695
| +14% | +$1.16M | 0.54% | 40 |
|
|
2020
Q1 | $8.1M | Buy |
60,723
+2,635
| +5% | +$351K | 0.58% | 39 |
|
|
2019
Q4 | $7.3M | Buy |
+58,088
| New | +$7.3M | 0.44% | 54 |
|