United Capital Financial 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 | $9.33M | Buy |
78,329
+13,818
| +21% | +$1.65M | 0.08% | 207 |
|
|
2025
Q1 | $7.62M | Buy |
64,511
+4,071
| +7% | +$481K | 0.07% | 218 |
|
|
2024
Q4 | $6.98M | Buy |
60,440
+6,826
| +13% | +$789K | 0.06% | 215 |
|
|
2024
Q3 | $6.41M | Buy |
53,614
+9,426
| +21% | +$1.13M | 0.05% | 228 |
|
|
2024
Q2 | $5.1M | Buy |
44,188
+2,025
| +5% | +$234K | 0.04% | 255 |
|
|
2024
Q1 | $4.88M | Sell |
42,163
-9,305
| -18% | -$1.08M | 0.04% | 288 |
|
|
2023
Q4 | $6.03M | Sell |
51,468
-72,245
| -58% | -$8.46M | 0.05% | 264 |
|
|
2023
Q3 | $14M | Sell |
123,713
-414
| -0.3% | -$46.8K | 0.09% | 188 |
|
|
2023
Q2 | $14.3M | Sell |
124,127
-52,001
| -30% | -$5.99M | 0.08% | 194 |
|
|
2023
Q1 | $20.7M | Sell |
176,128
-32,347
| -16% | -$3.81M | 0.12% | 163 |
|
|
2022
Q4 | $24M | Sell |
208,475
-1,558
| -0.7% | -$179K | 0.13% | 144 |
|
|
2022
Q3 | $24M | Sell |
210,033
-13,678
| -6% | -$1.56M | 0.14% | 139 |
|
|
2022
Q2 | $26.7M | Buy |
+223,711
| New | +$26.7M | 0.15% | 140 |
|
|
2022
Q1 | – | Sell |
-2,917
| Closed | -$375K | – | 1183 |
|
|
2021
Q4 | $375K | Sell |
2,917
-267
| -8% | -$34.3K | ﹤0.01% | 946 |
|
|
2021
Q3 | $414K | Buy |
3,184
+108
| +4% | +$14K | ﹤0.01% | 906 |
|
|
2021
Q2 | $402K | Buy |
3,076
+486
| +19% | +$63.5K | ﹤0.01% | 923 |
|
|
2021
Q1 | $336K | Sell |
2,590
-7,907
| -75% | -$1.03M | ﹤0.01% | 956 |
|
|
2020
Q4 | $1.4M | Sell |
10,497
-12,477
| -54% | -$1.66M | 0.01% | 587 |
|
|
2020
Q3 | $3.07M | Sell |
22,974
-24,951
| -52% | -$3.33M | 0.02% | 423 |
|
|
2020
Q2 | $6.41M | Buy |
47,925
+5,706
| +14% | +$763K | 0.05% | 314 |
|
|
2020
Q1 | $5.63M | Buy |
42,219
+21,136
| +100% | +$2.82M | 0.05% | 315 |
|
|
2019
Q4 | $2.65M | Sell |
21,083
-12,936
| -38% | -$1.63M | 0.02% | 546 |
|
|
2019
Q3 | $4.31M | Sell |
34,019
-6,426
| -16% | -$815K | 0.03% | 441 |
|
|
2019
Q2 | $5.09M | Sell |
40,445
-116,491
| -74% | -$14.6M | 0.03% | 419 |
|
|
2019
Q1 | $19.3M | Sell |
156,936
-99,038
| -39% | -$12.2M | 0.14% | 163 |
|
|
2018
Q4 | $31.1M | Buy |
255,974
+116,055
| +83% | +$14.1M | 0.25% | 88 |
|
|
2018
Q3 | $16.7M | Buy |
139,919
+133,044
| +1,935% | +$15.8M | 0.12% | 192 |
|
|
2018
Q2 | $825K | Sell |
6,875
-55,111
| -89% | -$6.61M | 0.01% | 810 |
|
|
2018
Q1 | $7.48M | Buy |
61,986
+57,219
| +1,200% | +$6.9M | 0.06% | 344 |
|
|
2017
Q4 | $582K | Sell |
4,767
-1,793
| -27% | -$219K | ﹤0.01% | 919 |
|
|
2017
Q3 | $810K | Sell |
6,560
-321,156
| -98% | -$39.7M | 0.01% | 830 |
|
|
2017
Q2 | $40.5M | Buy |
327,716
+240,381
| +275% | +$29.7M | 0.36% | 54 |
|
|
2017
Q1 | $10.7M | Sell |
87,335
-510
| -0.6% | -$62.8K | 0.1% | 242 |
|
|
2016
Q4 | $10.8M | Buy |
87,845
+32,815
| +60% | +$4.02M | 0.1% | 235 |
|
|
2016
Q3 | $6.96M | Buy |
55,030
+45,611
| +484% | +$5.77M | 0.07% | 329 |
|
|
2016
Q2 | $1.2M | Sell |
9,419
-15,696
| -62% | -$1.99M | 0.01% | 682 |
|
|
2016
Q1 | $3.16M | Buy |
25,115
+14,689
| +141% | +$1.85M | 0.03% | 436 |
|
|
2015
Q4 | $1.28M | Sell |
10,426
-705
| -6% | -$86.4K | 0.01% | 637 |
|
|
2015
Q3 | $1.39M | Sell |
11,131
-23,299
| -68% | -$2.9M | 0.02% | 610 |
|
|
2015
Q2 | $4.23M | Sell |
34,430
-7,675
| -18% | -$944K | 0.05% | 379 |
|
|
2015
Q1 | $5.22M | Buy |
42,105
+12,209
| +41% | +$1.51M | 0.06% | 323 |
|
|
2014
Q4 | $3.66M | Sell |
29,896
-4,832
| -14% | -$591K | 0.05% | 318 |
|
|
2014
Q3 | $4.21M | Buy |
+34,728
| New | +$4.21M | 0.07% | 284 |
|
|
2014
Q2 | – | Sell |
-62,163
| Closed | -$7.5M | – | 865 |
|
|
2014
Q1 | $7.5M | Buy |
62,163
+59,100
| +1,929% | +$7.13M | 0.16% | 150 |
|
|
2013
Q4 | $368K | Buy |
+3,063
| New | +$368K | 0.01% | 484 |
|
|
2013
Q3 | – | Sell |
-3,750
| Closed | -$453K | – | 709 |
|
|
2013
Q2 | $453K | Buy |
+3,750
| New | +$453K | 0.01% | 525 |
|