WCM
Wealthcare Capital Management’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 | $9.95M | Sell |
83,551
-2,713
| -3% | -$323K | 1.05% | 9 |
|
|
2025
Q1 | $10.2M | Sell |
86,264
-358
| -0.4% | -$42.3K | 1.03% | 9 |
|
|
2024
Q4 | $10M | Buy |
86,622
+1,198
| +1% | +$138K | 1.01% | 10 |
|
|
2024
Q3 | $10.2M | Buy |
85,424
+2,157
| +3% | +$258K | 1.02% | 10 |
|
|
2024
Q2 | $9.61M | Buy |
83,267
+489
| +0.6% | +$56.5K | 1.02% | 9 |
|
|
2024
Q1 | $9.59M | Sell |
82,778
-191
| -0.2% | -$22.1K | 1.06% | 9 |
|
|
2023
Q4 | $9.72M | Sell |
82,969
-6,728
| -8% | -$788K | 1.11% | 6 |
|
|
2023
Q3 | $10.2M | Buy |
89,697
+11,086
| +14% | +$1.25M | 1.24% | 6 |
|
|
2023
Q2 | $9.06M | Sell |
78,611
-2,659
| -3% | -$306K | 1.06% | 8 |
|
|
2023
Q1 | $9.56M | Sell |
81,270
-57,889
| -42% | -$6.81M | 1.17% | 7 |
|
|
2022
Q4 | $16M | Sell |
139,159
-121,863
| -47% | -$14M | 2.05% | 4 |
|
|
2022
Q3 | $29.8M | Buy |
261,022
+172,770
| +196% | +$19.7M | 3.77% | 4 |
|
|
2022
Q2 | $10.5M | Sell |
88,252
-10,785
| -11% | -$1.29M | 1.15% | 6 |
|
|
2022
Q1 | $12.1M | Sell |
99,037
-29,193
| -23% | -$3.56M | 1.18% | 6 |
|
|
2021
Q4 | $16.4M | Buy |
128,230
+37,523
| +41% | +$4.81M | 1.51% | 5 |
|
|
2021
Q3 | $11.8M | Sell |
90,707
-6,379
| -7% | -$830K | 1.14% | 6 |
|
|
2021
Q2 | $12.7M | Buy |
97,086
+23,059
| +31% | +$3.01M | 1.22% | 7 |
|
|
2021
Q1 | $9.62M | Sell |
74,027
-13,566
| -15% | -$1.76M | 0.97% | 8 |
|
|
2020
Q4 | $11.6M | Buy |
87,593
+17,134
| +24% | +$2.28M | 1.21% | 7 |
|
|
2020
Q3 | $9.41M | Buy |
70,459
+1,212
| +2% | +$162K | 1.07% | 7 |
|
|
2020
Q2 | $9.26M | Buy |
69,247
+919
| +1% | +$123K | 1.13% | 7 |
|
|
2020
Q1 | $9.11M | Sell |
68,328
-3,492
| -5% | -$466K | 1.23% | 7 |
|
|
2019
Q4 | $9.03M | Buy |
71,820
+164
| +0.2% | +$20.6K | 1.08% | 7 |
|
|
2019
Q3 | $9.09M | Hold |
71,656
| – | – | 1.12% | 7 |
|
|
2019
Q2 | $9.01M | Sell |
71,656
-696
| -1% | -$87.5K | 1.24% | 7 |
|
|
2019
Q1 | $8.91M | Buy |
72,352
+155
| +0.2% | +$19.1K | 1.27% | 7 |
|
|
2018
Q4 | $8.77M | Sell |
72,197
-11,240
| -13% | -$1.36M | 1.35% | 7 |
|
|
2018
Q3 | $9.94M | Sell |
83,437
-4,743
| -5% | -$565K | 1.16% | 5 |
|
|
2018
Q2 | $10.6M | Sell |
88,180
-14,658
| -14% | -$1.76M | 1.2% | 5 |
|
|
2018
Q1 | $12.4M | Buy |
102,838
+8,617
| +9% | +$1.04M | 1.42% | 5 |
|
|
2017
Q4 | $11.5M | Buy |
94,221
+19,597
| +26% | +$2.39M | 1.3% | 5 |
|
|
2017
Q3 | $9.22M | Sell |
74,624
-5,493
| -7% | -$678K | 1.02% | 5 |
|
|
2017
Q2 | $9.9M | Buy |
80,117
+357
| +0.4% | +$44.1K | 1.13% | 6 |
|
|
2017
Q1 | $9.81M | Buy |
79,760
+242
| +0.3% | +$29.8K | 1.08% | 5 |
|
|
2016
Q4 | $9.74M | Buy |
79,518
+7,913
| +11% | +$969K | 1.13% | 6 |
|
|
2016
Q3 | $9.06M | Buy |
71,605
+2,350
| +3% | +$297K | 1.02% | 5 |
|
|
2016
Q2 | $8.82M | Buy |
69,255
+927
| +1% | +$118K | 1.01% | 5 |
|
|
2016
Q1 | $8.61M | Buy |
68,328
+15,355
| +29% | +$1.93M | 1.01% | 5 |
|
|
2015
Q4 | $6.5M | Hold |
52,973
| – | – | 0.8% | 6 |
|
|
2015
Q3 | $6.6M | Sell |
52,973
-327
| -0.6% | -$40.8K | 0.8% | 5 |
|
|
2015
Q2 | $6.55M | Sell |
53,300
-1,990
| -4% | -$245K | 0.77% | 5 |
|
|
2015
Q1 | $6.87M | Sell |
55,290
-1,214
| -2% | -$151K | 0.82% | 4 |
|
|
2014
Q4 | $6.91M | Buy |
56,504
+1,967
| +4% | +$241K | 0.95% | 4 |
|
|
2014
Q3 | $6.62M | Buy |
54,537
+330
| +0.6% | +$40K | 0.95% | 4 |
|
|
2014
Q2 | $6.6M | Sell |
54,207
-1,117
| -2% | -$136K | 0.98% | 4 |
|
|
2014
Q1 | $6.68M | Sell |
55,324
-14,365
| -21% | -$1.73M | 1.05% | 4 |
|
|
2013
Q4 | $8.37M | Buy |
69,689
+28,688
| +70% | +$3.44M | 1.4% | 4 |
|
|
2013
Q3 | $4.98M | Buy |
41,001
+500
| +1% | +$60.7K | 0.85% | 4 |
|
|
2013
Q2 | $4.89M | Buy |
+40,501
| New | +$4.89M | 0.88% | 4 |
|