Whalen 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 | $2.89M | Buy |
24,241
+9,339
| +63% | +$1.11M | 1.81% | 8 |
|
|
2025
Q1 | $1.76M | Buy |
14,902
+6,351
| +74% | +$750K | 1.17% | 25 |
|
|
2024
Q4 | $988K | Buy |
8,551
+1,325
| +18% | +$153K | 0.68% | 27 |
|
|
2024
Q3 | $864K | Sell |
7,226
-2,816
| -28% | -$337K | 0.61% | 35 |
|
|
2024
Q2 | $1.16M | Buy |
10,042
+1,349
| +16% | +$156K | 0.92% | 23 |
|
|
2024
Q1 | $1.01M | Buy |
8,693
+2,774
| +47% | +$321K | 0.75% | 25 |
|
|
2023
Q4 | $693K | Buy |
+5,919
| New | +$693K | 0.62% | 40 |
|