Western Wealth Management’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 | $201K | Sell |
1,688
-592
| -26% | -$70.5K | 0.01% | 700 |
|
|
2025
Q1 | $269K | Sell |
2,280
-1,204
| -35% | -$142K | 0.02% | 559 |
|
|
2024
Q4 | $403K | Sell |
3,484
-2,287
| -40% | -$264K | 0.03% | 432 |
|
|
2024
Q3 | $690K | Buy |
5,771
+1,890
| +49% | +$226K | 0.04% | 377 |
|
|
2024
Q2 | $448K | Sell |
3,881
-25
| -0.6% | -$2.89K | 0.03% | 391 |
|
|
2024
Q1 | $452K | Buy |
3,906
+980
| +33% | +$113K | 0.04% | 388 |
|
|
2023
Q4 | $343K | Sell |
2,926
-20
| -0.7% | -$2.34K | 0.02% | 519 |
|
|
2023
Q3 | $333K | Sell |
2,946
-66
| -2% | -$7.47K | 0.03% | 482 |
|
|
2023
Q2 | $347K | Sell |
3,012
-201
| -6% | -$23.2K | 0.03% | 467 |
|
|
2023
Q1 | $378K | Sell |
3,213
-31
| -1% | -$3.65K | 0.04% | 442 |
|
|
2022
Q4 | $373K | Sell |
3,244
-763
| -19% | -$87.7K | 0.04% | 413 |
|
|
2022
Q3 | $458K | Sell |
4,007
-895
| -18% | -$102K | 0.03% | 515 |
|
|
2022
Q2 | $585K | Buy |
4,902
+482
| +11% | +$57.5K | 0.03% | 431 |
|
|
2022
Q1 | $539K | Buy |
4,420
+1,074
| +32% | +$131K | 0.03% | 509 |
|
|
2021
Q4 | $431K | Buy |
+3,346
| New | +$431K | 0.04% | 359 |
|
|
2021
Q2 | $450K | Buy |
3,445
+1,368
| +66% | +$179K | 0.05% | 379 |
|
|
2021
Q1 | $270K | Buy |
2,077
+30
| +1% | +$3.9K | 0.04% | 432 |
|
|
2020
Q4 | $272K | Sell |
2,047
-1,922
| -48% | -$255K | 0.04% | 374 |
|
|
2020
Q3 | $530K | Sell |
3,969
-296
| -7% | -$39.5K | 0.09% | 224 |
|
|
2020
Q2 | $570K | Sell |
4,265
-14,874
| -78% | -$1.99M | 0.1% | 201 |
|
|
2020
Q1 | $2.55M | Buy |
19,139
+16,325
| +580% | +$2.18M | 0.59% | 32 |
|
|
2019
Q4 | $354K | Buy |
2,814
+10
| +0.4% | +$1.26K | 0.05% | 281 |
|
|
2019
Q3 | $354K | Sell |
2,804
-48
| -2% | -$6.06K | 0.07% | 261 |
|
|
2019
Q2 | $358K | Sell |
2,852
-53
| -2% | -$6.65K | 0.05% | 277 |
|
|
2019
Q1 | $357K | Buy |
2,905
+39
| +1% | +$4.79K | 0.08% | 254 |
|
|
2018
Q4 | $348K | Buy |
+2,866
| New | +$348K | 0.09% | 225 |
|