William Howard & Co Financial Advisors’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 | $3.47M | Buy |
29,126
+13
| +0% | +$1.55K | 3.03% | 8 |
|
|
2025
Q1 | $3.44M | Sell |
29,113
-80
| -0.3% | -$9.45K | 3.22% | 8 |
|
|
2024
Q4 | $3.37M | Sell |
29,193
-3,171
| -10% | -$366K | 3.05% | 8 |
|
|
2024
Q3 | $3.87M | Buy |
32,364
+27
| +0.1% | +$3.23K | 3.3% | 8 |
|
|
2024
Q2 | $3.73M | Buy |
32,337
+26
| +0.1% | +$3K | 3.45% | 6 |
|
|
2024
Q1 | $3.74M | Buy |
+32,311
| New | +$3.74M | 3.51% | 6 |
|