TRUE Private Wealth Advisors’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 | $300K | Sell |
2,517
-571
| -18% | -$68K | 0.03% | 206 |
|
|
2025
Q1 | $365K | Buy |
3,088
+571
| +23% | +$67.5K | 0.04% | 164 |
|
|
2024
Q4 | $291K | Hold |
2,517
| – | – | 0.04% | 185 |
|
|
2024
Q3 | $301K | Buy |
+2,517
| New | +$301K | 0.04% | 170 |
|
|
2018
Q4 | – | Sell |
-7,735
| Closed | -$921K | – | 558 |
|
|
2018
Q3 | $921K | Buy |
7,735
+1,702
| +28% | +$203K | 0.13% | 105 |
|
|
2018
Q2 | $723K | Buy |
+6,033
| New | +$723K | 0.11% | 118 |
|