Walkner Condon Financial 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 | $471K | Sell |
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2025
Q1 | $472K | Sell |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $544K | Buy |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $522K | Hold |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $771K | Sell |
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|
2022
Q2 | $810K | Sell |
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|
2022
Q1 | $955K | Sell |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $2.02M | Sell |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $2.06M | Buy |
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|
2020
Q3 | $1.84M | Buy |
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