WJA
Willis Johnson & Associates’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 | $28.4M | Buy |
238,207
+10,960
| +5% | +$1.31M | 1.93% | 14 |
|
|
2025
Q1 | $26.8M | Buy |
227,247
+6,086
| +3% | +$719K | 2.03% | 13 |
|
|
2024
Q4 | $25.6M | Buy |
221,161
+47,087
| +27% | +$5.44M | 1.96% | 13 |
|
|
2024
Q3 | $20.8M | Buy |
174,074
+2,333
| +1% | +$279K | 1.58% | 16 |
|
|
2024
Q2 | $19.8M | Buy |
171,741
+14,118
| +9% | +$1.63M | 1.63% | 15 |
|
|
2024
Q1 | $18.3M | Buy |
157,623
+7,413
| +5% | +$859K | 1.59% | 15 |
|
|
2023
Q4 | $17.6M | Sell |
150,210
-22,998
| -13% | -$2.69M | 1.6% | 15 |
|
|
2023
Q3 | $19.6M | Buy |
173,208
+15,139
| +10% | +$1.71M | 2.01% | 11 |
|
|
2023
Q2 | $18.2M | Buy |
158,069
+32,913
| +26% | +$3.79M | 1.94% | 11 |
|
|
2023
Q1 | $14.7M | Buy |
125,156
+5,369
| +4% | +$632K | 1.75% | 13 |
|
|
2022
Q4 | $13.8M | Buy |
119,787
+211
| +0.2% | +$24.2K | 1.79% | 13 |
|
|
2022
Q3 | $13.7M | Sell |
119,576
-5,721
| -5% | -$654K | 1.99% | 14 |
|
|
2022
Q2 | $15M | Sell |
125,297
-308
| -0.2% | -$36.8K | 2.09% | 15 |
|
|
2022
Q1 | $15.3M | Buy |
125,605
+949
| +0.8% | +$116K | 2.01% | 15 |
|
|
2021
Q4 | $16M | Buy |
124,656
+9,853
| +9% | +$1.27M | 2.07% | 15 |
|
|
2021
Q3 | $14.9M | Buy |
114,803
+2,198
| +2% | +$286K | 2.08% | 16 |
|
|
2021
Q2 | $14.7M | Buy |
112,605
+7,245
| +7% | +$946K | 2.08% | 15 |
|
|
2021
Q1 | $13.7M | Buy |
105,360
+9,767
| +10% | +$1.27M | 2.1% | 15 |
|
|
2020
Q4 | $12.7M | Buy |
+95,593
| New | +$12.7M | 2.12% | 15 |
|