WR Wealth Planners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$159K Buy
2024
Q3
$132K Hold
2024
Q2
$128K Buy
2024
Q1
$121K Buy
2023
Q4
Sell
2023
Q3
$102K Sell
2023
Q2
$136K Buy
2023
Q1
$83.5K Buy
2022
Q2
Sell
2022
Q1
$16.8K Buy