Wealthspire Advisors (New York)’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 | $418K | Sell |
3,506
-3,540
| -50% | -$422K | ﹤0.01% | 586 |
|
|
2025
Q1 | $832K | Hold |
7,046
| – | – | 0.01% | 425 |
|
|
2024
Q4 | $814K | Sell |
7,046
-4,538
| -39% | -$524K | 0.01% | 414 |
|
|
2024
Q3 | $1.39M | Sell |
11,584
-271
| -2% | -$32.4K | 0.01% | 313 |
|
|
2024
Q2 | $1.37M | Sell |
11,855
-6,993
| -37% | -$807K | 0.02% | 258 |
|
|
2024
Q1 | $2.18M | Hold |
18,848
| – | – | 0.03% | 187 |
|
|
2023
Q4 | $2.21M | Buy |
18,848
+890
| +5% | +$104K | 0.03% | 177 |
|
|
2023
Q3 | $2.03M | Buy |
17,958
+5,531
| +45% | +$626K | 0.03% | 171 |
|
|
2023
Q2 | $1.43M | Sell |
12,427
-1,850
| -13% | -$213K | 0.02% | 195 |
|
|
2023
Q1 | $1.68M | Hold |
14,277
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $1.64M | Sell |
14,277
-19,551
| -58% | -$2.25M | 0.03% | 178 |
|
|
2022
Q3 | $3.87M | Sell |
33,828
-3,939
| -10% | -$450K | 0.08% | 103 |
|
|
2022
Q2 | $4.51M | Sell |
37,767
-18,277
| -33% | -$2.18M | 0.09% | 96 |
|
|
2022
Q1 | $6.84M | Sell |
56,044
-1,007
| -2% | -$123K | 0.15% | 61 |
|
|
2021
Q4 | $7.34M | Sell |
57,051
-700
| -1% | -$90.1K | 0.16% | 63 |
|
|
2021
Q3 | $7.52M | Sell |
57,751
-2,769
| -5% | -$360K | 0.16% | 70 |
|
|
2021
Q2 | $7.9M | Sell |
60,520
-3,329
| -5% | -$435K | 0.21% | 55 |
|
|
2021
Q1 | $8.29M | Sell |
63,849
-3,874
| -6% | -$503K | 0.2% | 65 |
|
|
2020
Q4 | $9.01M | Sell |
67,723
-7,319
| -10% | -$973K | 0.27% | 52 |
|
|
2020
Q3 | $10M | Sell |
75,042
-1,344
| -2% | -$180K | 0.6% | 23 |
|
|
2020
Q2 | $10.2M | Sell |
76,386
-7,869
| -9% | -$1.05M | 0.71% | 22 |
|
|
2020
Q1 | $11.2M | Sell |
84,255
-8,738
| -9% | -$1.17M | 0.47% | 30 |
|
|
2019
Q4 | $11.7M | Sell |
92,993
-5,122
| -5% | -$644K | 0.85% | 15 |
|
|
2019
Q3 | $12.4M | Sell |
98,115
-6,528
| -6% | -$828K | 1.02% | 13 |
|
|
2019
Q2 | $13.2M | Sell |
104,643
-12,351
| -11% | -$1.55M | 1.15% | 12 |
|
|
2019
Q1 | $14.4M | Sell |
116,994
-62,044
| -35% | -$7.64M | 1.34% | 12 |
|
|
2018
Q4 | $21.7M | Buy |
+179,038
| New | +$21.7M | 2.09% | 11 |
|