WestHill Financial Advisors’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 | $370K | Buy |
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|
2025
Q2 | $364K | Hold |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $286K | Buy |
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