TrinityPoint 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
2024
Q4
$4.77M Buy
2024
Q3
$4.86M Buy
2024
Q2
$4.65M Buy
2024
Q1
$4.48M Buy
2023
Q4
$4.42M Buy
2023
Q3
$4.14M Sell
2023
Q2
$4.27M Buy
2023
Q1
$4.12M Buy
2022
Q4
$3.72M Sell
2022
Q3
$3.73M Buy
2022
Q1
Sell
2021
Q4
$1.53M Buy
2021
Q3
$1.47M Buy
2021
Q2
$1.32M Buy
2021
Q1
$1.18M Buy
2020
Q4
$1.17M Buy
2020
Q3
$1.14M Buy
2020
Q2
$1.01M Sell
2020
Q1
$1.26M Buy