Valley Wealth Managers’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
Q2 | $317K | Sell |
|
|||||
|
2025
Q1 | $320K | Sell |
|
|||||
|
2024
Q4 | $322K | Sell |
|
|||||
|
2024
Q3 | $407K | Sell |
|
|||||
|
2024
Q2 | $414K | Sell |
|
|||||
|
2024
Q1 | $425K | Buy |
|
|||||
|
2023
Q4 | $419K | Sell |
|
|||||
|
2023
Q3 | $423K | Sell |
|
|||||
|
2023
Q2 | $865K | Buy |
|
|||||
|
2023
Q1 | $774K | Sell |
|
|||||
|
2022
Q4 | $803K | Sell |
|
|||||
|
2022
Q3 | $807K | Sell |
|
|||||
|
2022
Q2 | $857K | Buy |
|