United Capital Financial Advisors’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
Q3 | $11.2M | Buy |
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|
2025
Q2 | $9.33M | Buy |
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2025
Q1 | $7.62M | Buy |
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|
2024
Q4 | $6.98M | Buy |
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|
2024
Q3 | $6.41M | Buy |
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|
2024
Q2 | $5.1M | Buy |
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|
2024
Q1 | $4.88M | Sell |
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|
2023
Q4 | $6.03M | Sell |
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|
2023
Q3 | $14M | Sell |
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|
2023
Q2 | $14.3M | Sell |
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|
2023
Q1 | $20.7M | Sell |
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|
2022
Q4 | $24M | Sell |
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|
2022
Q3 | $24M | Sell |
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|
2022
Q2 | $26.7M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $375K | Sell |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $3.07M | Sell |
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|
2020
Q2 | $6.41M | Buy |
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|
2020
Q1 | $5.63M | Buy |
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|
2019
Q4 | $2.65M | Sell |
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|
2019
Q3 | $4.31M | Sell |
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|
2019
Q2 | $5.09M | Sell |
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|
2019
Q1 | $19.3M | Sell |
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|
2018
Q4 | $31.1M | Buy |
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|
2018
Q3 | $16.7M | Buy |
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|
2018
Q2 | $825K | Sell |
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|
2018
Q1 | $7.48M | Buy |
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|
2017
Q4 | $582K | Sell |
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|
2017
Q3 | $810K | Sell |
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|
2017
Q2 | $40.5M | Buy |
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|
2017
Q1 | $10.7M | Sell |
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|
2016
Q4 | $10.8M | Buy |
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|
2016
Q3 | $6.96M | Buy |
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|
2016
Q2 | $1.2M | Sell |
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|
2016
Q1 | $3.16M | Buy |
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|
2015
Q4 | $1.28M | Sell |
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|
2015
Q3 | $1.39M | Sell |
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|
2015
Q2 | $4.23M | Sell |
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|
2015
Q1 | $5.22M | Buy |
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|
2014
Q4 | $3.66M | Sell |
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|
2014
Q3 | $4.21M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $7.5M | Buy |
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|
2013
Q4 | $368K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $453K | Buy |
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