WCFA
Walkner Condon Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
3,958
-41
| -1% | -$4.88K | 0.09% | 167 |
|
|
2025
Q1 | $472K | Sell |
3,999
-444
| -10% | -$52.5K | 0.1% | 163 |
|
|
2024
Q4 | $513K | Sell |
4,443
-108
| -2% | -$12.5K | 0.1% | 160 |
|
|
2024
Q3 | $544K | Buy |
4,551
+152
| +3% | +$18.2K | 0.11% | 146 |
|
|
2024
Q2 | $508K | Sell |
4,399
-88
| -2% | -$10.2K | 0.11% | 144 |
|
|
2024
Q1 | $520K | Sell |
4,487
-170
| -4% | -$19.7K | 0.11% | 146 |
|
|
2023
Q4 | $545K | Sell |
4,657
-313
| -6% | -$36.7K | 0.12% | 137 |
|
|
2023
Q3 | $562K | Buy |
4,970
+440
| +10% | +$49.8K | 0.15% | 124 |
|
|
2023
Q2 | $522K | Hold |
4,530
| – | – | 0.14% | 128 |
|
|
2023
Q1 | $533K | Sell |
4,530
-91
| -2% | -$10.7K | 0.15% | 122 |
|
|
2022
Q4 | $531K | Sell |
4,621
-2,126
| -32% | -$244K | 0.16% | 116 |
|
|
2022
Q3 | $771K | Sell |
6,747
-40
| -0.6% | -$4.57K | 0.25% | 85 |
|
|
2022
Q2 | $810K | Sell |
6,787
-1,035
| -13% | -$124K | 0.25% | 84 |
|
|
2022
Q1 | $955K | Sell |
7,822
-7,075
| -47% | -$864K | 0.27% | 79 |
|
|
2021
Q4 | $1.92M | Sell |
14,897
-45
| -0.3% | -$5.79K | 1.25% | 24 |
|
|
2021
Q3 | $1.94M | Sell |
14,942
-488
| -3% | -$63.5K | 0.96% | 28 |
|
|
2021
Q2 | $2.02M | Sell |
15,430
-1
| -0% | -$131 | 0.74% | 35 |
|
|
2021
Q1 | $2M | Sell |
15,431
-49
| -0.3% | -$6.36K | 0.78% | 34 |
|
|
2020
Q4 | $2.06M | Buy |
15,480
+1,717
| +12% | +$228K | 0.89% | 28 |
|
|
2020
Q3 | $1.84M | Buy |
+13,763
| New | +$1.84M | 0.98% | 27 |
|