Visionary Wealth Advisors’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 | $3.2M | Buy |
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2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $646K | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.76M | Sell |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $3.37M | Sell |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $10.5M | Sell |
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|
2021
Q2 | $14.9M | Sell |
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|
2021
Q1 | $16.2M | Sell |
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|
2020
Q4 | $17.3M | Sell |
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|
2020
Q3 | $18.3M | Buy |
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|
2020
Q2 | $16.3M | Buy |
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|
2020
Q1 | $12.1M | Buy |
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|
2019
Q4 | $6.21M | Buy |
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