WFA
WestHill Financial 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 | $364K | Hold |
3,054
| – | – | 0.08% | 50 |
|
|
2025
Q1 | $361K | Buy |
3,054
+149
| +5% | +$17.6K | 0.08% | 49 |
|
|
2024
Q4 | $336K | Buy |
2,905
+170
| +6% | +$19.6K | 0.08% | 53 |
|
|
2024
Q3 | $327K | Buy |
2,735
+32
| +1% | +$3.83K | 0.07% | 55 |
|
|
2024
Q2 | $312K | Hold |
2,703
| – | – | 0.08% | 55 |
|
|
2024
Q1 | $313K | Buy |
2,703
+43
| +2% | +$4.98K | 0.08% | 55 |
|
|
2023
Q4 | $312K | Hold |
2,660
| – | – | 0.08% | 52 |
|
|
2023
Q3 | $301K | Buy |
2,660
+228
| +9% | +$25.8K | 0.09% | 49 |
|
|
2023
Q2 | $280K | Hold |
2,432
| – | – | 0.08% | 46 |
|
|
2023
Q1 | $286K | Buy |
+2,432
| New | +$286K | 0.09% | 47 |
|