Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $770K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.06K | Hold |
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|
2024
Q2 | $1.99K | Hold |
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|
2024
Q1 | $2K | Hold |
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|
2023
Q4 | $2.02K | Hold |
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|
2023
Q3 | $1.95K | Hold |
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|
2023
Q2 | $1.99K | Hold |
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|
2023
Q1 | $2.03K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $327K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $319K | Hold |
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|
2017
Q3 | $322K | Hold |
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|
2017
Q2 | $322K | Hold |
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|
2017
Q1 | $324K | Hold |
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|
2016
Q4 | $320K | Sell |
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|
2016
Q3 | $333K | Sell |
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|
2016
Q2 | $374K | Sell |
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|
2016
Q1 | $373K | Sell |
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|
2015
Q4 | $894K | Buy |
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