World Investment 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 | $1.67M | Sell |
14,011
-14,698
| -51% | -$1.75M | 0.04% | 407 |
|
|
2025
Q1 | $3.39M | Buy |
28,709
+16,301
| +131% | +$1.93M | 0.09% | 260 |
|
|
2024
Q4 | $1.43M | Buy |
12,408
+3,593
| +41% | +$415K | 0.04% | 396 |
|
|
2024
Q3 | $1.05M | Buy |
+8,815
| New | +$1.05M | 0.03% | 412 |
|
|
2020
Q4 | – | Sell |
-6,939
| Closed | -$927K | – | 232 |
|
|
2020
Q3 | $927K | Hold |
6,939
| – | – | 0.32% | 53 |
|
|
2020
Q2 | $926K | Sell |
6,939
-11,017
| -61% | -$1.47M | 0.32% | 53 |
|
|
2020
Q1 | $2.39M | Buy |
+17,956
| New | +$2.39M | 1.11% | 22 |
|