Wealth Enhancement Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Sell |
240,942
-20,998
| -8% | -$2.48M | 0.05% | 332 |
|
|
2025
Q1 | $30.9M | Buy |
261,940
+135,402
| +107% | +$16M | 0.06% | 299 |
|
|
2024
Q4 | $14.6M | Buy |
126,538
+12,570
| +11% | +$1.45M | 0.03% | 457 |
|
|
2024
Q3 | $13.6M | Sell |
113,968
-22,485
| -16% | -$2.69M | 0.03% | 438 |
|
|
2024
Q2 | $15.8M | Sell |
136,453
-14,777
| -10% | -$1.71M | 0.04% | 377 |
|
|
2024
Q1 | $17.5M | Sell |
151,230
-35,831
| -19% | -$4.15M | 0.05% | 355 |
|
|
2023
Q4 | $21.9M | Buy |
187,061
+4,112
| +2% | +$482K | 0.06% | 279 |
|
|
2023
Q3 | $20.7M | Buy |
+182,949
| New | +$20.7M | 0.07% | 274 |
|