Valmark Advisers’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 | $712K | Sell |
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|
2025
Q1 | $713K | Buy |
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|
2024
Q4 | $606K | Buy |
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|
2024
Q3 | $423K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $587K | Buy |
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|
2022
Q3 | $478K | Sell |
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|
2022
Q2 | $580K | Sell |
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|
2022
Q1 | $627K | Sell |
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|
2021
Q4 | $674K | Buy |
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|
2021
Q3 | $571K | Sell |
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|
2021
Q2 | $586K | Sell |
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|
2021
Q1 | $670K | Buy |
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|
2020
Q4 | $669K | Buy |
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|
2020
Q3 | $651K | Sell |
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|
2020
Q2 | $781K | Buy |
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|
2020
Q1 | $723K | Buy |
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|
2019
Q4 | $647K | Sell |
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|
2019
Q3 | $728K | Buy |
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|
2019
Q2 | $694K | Sell |
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|
2019
Q1 | $731K | Sell |
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|
2018
Q4 | $775K | Buy |
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|
2018
Q3 | $701K | Sell |
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|
2018
Q2 | $792K | Sell |
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|
2018
Q1 | $150M | Buy |
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|
2017
Q4 | $146M | Buy |
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|
2017
Q3 | $142M | Buy |
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|
2017
Q2 | $141M | Buy |
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|
2017
Q1 | $140M | Buy |
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|
2016
Q4 | $137M | Buy |
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|
2016
Q3 | $138M | Buy |
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|
2016
Q2 | $137M | Buy |
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|
2016
Q1 | $134M | Sell |
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|
2015
Q4 | $134M | Buy |
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|
2015
Q3 | $87.6M | Sell |
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|
2015
Q2 | $91.1M | Buy |
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|
2015
Q1 | $90.5M | Sell |
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|
2014
Q4 | $89.6M | Buy |
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|
2014
Q3 | $86.6M | Buy |
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|
2014
Q2 | $85M | Buy |
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|
2014
Q1 | $80.4M | Buy |
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|
2013
Q4 | $77.7M | Buy |
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|
2013
Q3 | $74.3M | Buy |
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|
2013
Q2 | $73.4M | Buy |
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