WNY Asset 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 | $1.84M | Buy |
15,458
+10,025
| +185% | +$1.19M | 0.2% | 60 |
|
|
2025
Q1 | $642K | Buy |
5,433
+2,985
| +122% | +$353K | 0.08% | 122 |
|
|
2024
Q4 | $283K | Sell |
2,448
-2,273
| -48% | -$263K | 0.04% | 180 |
|
|
2024
Q3 | $565K | Buy |
4,721
+970
| +26% | +$116K | 0.07% | 136 |
|
|
2024
Q2 | $433K | Sell |
3,751
-571
| -13% | -$65.9K | 0.06% | 153 |
|
|
2024
Q1 | $501K | Sell |
4,322
-24,852
| -85% | -$2.88M | 0.08% | 147 |
|
|
2023
Q4 | $3.42M | Buy |
+29,174
| New | +$3.42M | 0.58% | 37 |
|
|
2021
Q1 | – | Sell |
-2,848
| Closed | -$381K | – | 139 |
|
|
2020
Q4 | $381K | Buy |
+2,848
| New | +$381K | 0.19% | 57 |
|