WPA
West Paces Advisors’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 | $427K | Sell |
3,587
-100
| -3% | -$11.9K | 0.09% | 98 |
|
|
2025
Q1 | $436K | Buy |
3,687
+350
| +10% | +$41.3K | 0.1% | 92 |
|
|
2024
Q4 | $386K | Hold |
3,337
| – | – | 0.09% | 100 |
|
|
2024
Q3 | $399K | Sell |
3,337
-2,607
| -44% | -$312K | 0.1% | 102 |
|
|
2024
Q2 | $686K | Sell |
5,944
-1,875
| -24% | -$217K | 0.18% | 63 |
|
|
2024
Q1 | $906K | Sell |
7,819
-1,130
| -13% | -$131K | 0.24% | 50 |
|
|
2023
Q4 | $1.05M | Buy |
8,949
+4,160
| +87% | +$487K | 0.29% | 43 |
|
|
2023
Q3 | $542K | Sell |
4,789
-8,800
| -65% | -$996K | 0.17% | 66 |
|
|
2023
Q2 | $1.57M | Hold |
13,589
| – | – | 0.46% | 30 |
|
|
2023
Q1 | $1.6M | Hold |
13,589
| – | – | 0.5% | 30 |
|
|
2022
Q4 | $1.56M | Buy |
13,589
+7,400
| +120% | +$850K | 0.5% | 29 |
|
|
2022
Q3 | $707K | Buy |
6,189
+993
| +19% | +$113K | 0.25% | 59 |
|
|
2022
Q2 | $620K | Sell |
5,196
-1,443
| -22% | -$172K | 0.21% | 70 |
|
|
2022
Q1 | $810K | Buy |
6,639
+762
| +13% | +$93K | 0.25% | 61 |
|
|
2021
Q4 | $756K | Sell |
5,877
-2,285
| -28% | -$294K | 0.24% | 61 |
|
|
2021
Q3 | $1.06M | Buy |
+8,162
| New | +$1.06M | 0.37% | 44 |
|