Upper Left Wealth Management’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 | $870K | Sell |
7,302
-71
| -1% | -$8.46K | 0.58% | 38 |
|
|
2025
Q1 | $871K | Sell |
7,373
-177
| -2% | -$20.9K | 0.62% | 34 |
|
|
2024
Q4 | $872K | Sell |
7,550
-154
| -2% | -$17.8K | 0.75% | 36 |
|
|
2024
Q3 | $915K | Sell |
7,704
-3,224
| -30% | -$383K | 0.8% | 33 |
|
|
2024
Q2 | $1.26M | Sell |
10,928
-208
| -2% | -$24K | 1.14% | 27 |
|
|
2024
Q1 | $1.29M | Sell |
11,136
-3,371
| -23% | -$390K | 1.2% | 25 |
|
|
2023
Q4 | $1.7M | Buy |
+14,507
| New | +$1.7M | 1.67% | 20 |
|