WealthShield Partners’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 | $42.9K | Hold |
360
| – | – | 0.01% | 429 |
|
|
2025
Q1 | $42.5K | Sell |
360
-37
| -9% | -$4.37K | 0.01% | 417 |
|
|
2024
Q4 | $45.9K | Buy |
397
+100
| +34% | +$11.6K | 0.01% | 382 |
|
|
2024
Q3 | $35.5K | Hold |
297
| – | – | ﹤0.01% | 400 |
|
|
2024
Q2 | $34.3K | Hold |
297
| – | – | 0.01% | 372 |
|
|
2024
Q1 | $34.4K | Hold |
297
| – | – | 0.01% | 365 |
|
|
2023
Q4 | $34.8K | Buy |
297
+291
| +4,850% | +$34.1K | 0.01% | 377 |
|
|
2023
Q3 | $679 | Hold |
6
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $692 | Hold |
6
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $706 | Buy |
+6
| New | +$706 | ﹤0.01% | 480 |
|
|
2021
Q2 | – | Sell |
-188
| Closed | -$24K | – | 937 |
|
|
2021
Q1 | $24K | Buy |
+188
| New | +$24K | ﹤0.01% | 625 |
|
|
2020
Q4 | – | Sell |
-1,036
| Closed | -$138K | – | 334 |
|
|
2020
Q3 | $138K | Buy |
1,036
+703
| +211% | +$93.6K | 0.05% | 258 |
|
|
2020
Q2 | $45K | Hold |
333
| – | – | 0.02% | 251 |
|
|
2020
Q1 | $44K | Sell |
333
-58
| -15% | -$7.66K | 0.03% | 192 |
|
|
2019
Q4 | $49K | Sell |
391
-14
| -3% | -$1.75K | 0.02% | 214 |
|
|
2019
Q3 | $51K | Sell |
405
-419
| -51% | -$52.8K | 0.03% | 201 |
|
|
2019
Q2 | $104K | Sell |
824
-29,374
| -97% | -$3.71M | 0.06% | 164 |
|
|
2019
Q1 | $3.72M | Buy |
30,198
+29,908
| +10,313% | +$3.68M | 2.08% | 11 |
|
|
2018
Q4 | $35K | Sell |
290
-57,041
| -99% | -$6.88M | 0.02% | 171 |
|
|
2018
Q3 | $6.83M | Buy |
57,331
+19,809
| +53% | +$2.36M | 3.9% | 3 |
|
|
2018
Q2 | $4.5M | Buy |
37,522
+37,444
| +48,005% | +$4.49M | 2.75% | 8 |
|
|
2018
Q1 | $9K | Sell |
78
-300
| -79% | -$34.6K | 0.01% | 197 |
|
|
2017
Q4 | $46K | Buy |
+378
| New | +$46K | 0.03% | 156 |
|