Valley Wealth Managers’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 | $317K | Sell |
2,663
-48
| -2% | -$5.72K | 0.02% | 168 |
|
|
2025
Q1 | $320K | Sell |
2,711
-74
| -3% | -$8.74K | 0.02% | 168 |
|
|
2024
Q4 | $322K | Sell |
2,785
-619
| -18% | -$71.5K | 0.02% | 172 |
|
|
2024
Q3 | $407K | Sell |
3,404
-184
| -5% | -$22K | 0.03% | 168 |
|
|
2024
Q2 | $414K | Sell |
3,588
-81
| -2% | -$9.35K | 0.03% | 159 |
|
|
2024
Q1 | $425K | Buy |
3,669
+89
| +2% | +$10.3K | 0.03% | 152 |
|
|
2023
Q4 | $419K | Sell |
3,580
-156
| -4% | -$18.3K | 0.03% | 147 |
|
|
2023
Q3 | $423K | Sell |
3,736
-3,769
| -50% | -$427K | 0.04% | 148 |
|
|
2023
Q2 | $865K | Buy |
7,505
+922
| +14% | +$106K | 0.08% | 111 |
|
|
2023
Q1 | $774K | Sell |
6,583
-403
| -6% | -$47.4K | 0.07% | 113 |
|
|
2022
Q4 | $803K | Sell |
6,986
-81
| -1% | -$9.31K | 0.07% | 114 |
|
|
2022
Q3 | $807K | Sell |
7,067
-118
| -2% | -$13.5K | 0.08% | 113 |
|
|
2022
Q2 | $857K | Buy |
+7,185
| New | +$857K | 0.08% | 114 |
|