Wealthquest’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 | $246K | Buy |
2,068
+99
| +5% | +$11.8K | 0.02% | 120 |
|
|
2025
Q1 | $233K | Buy |
+1,969
| New | +$233K | 0.02% | 116 |
|
|
2022
Q2 | – | Sell |
-173,612
| Closed | -$22.3M | – | 130 |
|
|
2022
Q1 | $22.3M | Hold |
173,612
| – | – | 3.43% | 9 |
|
|
2021
Q4 | $22.3M | Buy |
173,612
+6,515
| +4% | +$838K | 3.43% | 9 |
|
|
2021
Q3 | $21.8M | Buy |
167,097
+4,888
| +3% | +$636K | 3.67% | 8 |
|
|
2021
Q2 | $21.2M | Buy |
162,209
+6,913
| +4% | +$902K | 3.62% | 9 |
|
|
2021
Q1 | $20.2M | Buy |
155,296
+2,868
| +2% | +$373K | 3.77% | 7 |
|
|
2020
Q4 | $20.3M | Sell |
152,428
-1,297
| -0.8% | -$172K | 4.34% | 7 |
|
|
2020
Q3 | $20.5M | Buy |
153,725
+8,557
| +6% | +$1.14M | 5.08% | 6 |
|
|
2020
Q2 | $19.4M | Buy |
+145,168
| New | +$19.4M | 4.94% | 6 |
|
|
2019
Q4 | $17.8M | Buy |
141,512
+8,148
| +6% | +$1.02M | 5.1% | 7 |
|
|
2019
Q3 | $16.9M | Buy |
+133,364
| New | +$16.9M | 5.65% | 5 |
|