Wealthspire Advisors (New York)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Hold |
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|
2025
Q2 | $418K | Sell |
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|
2025
Q1 | $832K | Hold |
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|
2024
Q4 | $814K | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $2.18M | Hold |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.68M | Hold |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $3.87M | Sell |
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|
2022
Q2 | $4.51M | Sell |
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|
2022
Q1 | $6.84M | Sell |
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|
2021
Q4 | $7.34M | Sell |
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|
2021
Q3 | $7.52M | Sell |
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|
2021
Q2 | $7.9M | Sell |
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|
2021
Q1 | $8.29M | Sell |
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|
2020
Q4 | $9.01M | Sell |
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|
2020
Q3 | $10M | Sell |
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|
2020
Q2 | $10.2M | Sell |
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|
2020
Q1 | $11.2M | Sell |
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|
2019
Q4 | $11.7M | Sell |
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|
2019
Q3 | $12.4M | Sell |
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|
2019
Q2 | $13.2M | Sell |
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|
2019
Q1 | $14.4M | Sell |
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|
2018
Q4 | $21.7M | Buy |
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