Dakota Wealth Management

Position in IEI — iShares 3-7 Year Treasury Bond ETF

CIK 1631353 PALM BEACH GARDENS, FL

Back to IEI Full portfolio

All Filings in IEI

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IEI	$203,517	1,716	-58.2%	Shares	Sole	2026-05-07
2025-12-31 IEI	$489,931	4,105	+139.2%	Shares	Sole	2026-01-13
2025-09-30 IEI	$205,079	1,716	0.0%	Shares	Sole	2025-11-10
2025-06-30 IEI	$204,358	1,716	-14.5%	Shares	Sole	2025-07-16
2025-03-31 IEI	$237,225	2,008	+4.0%	Shares	Sole	2025-05-02
2024-12-31 IEI	$223,127	1,931	-80.1%	Shares	Sole	2025-01-17
2021-12-31 IEI	$1,251,573	9,727	-11.7%	Shares	Sole	2022-02-10
2021-09-30 IEI	$1,434,343	11,019	+19.8%	Shares	Sole	2021-11-15
2021-06-30 IEI	$1,200,484	9,197	+8.3%	Shares	Sole	2021-08-02
2021-03-31 IEI	$1,102,895	8,491	-6.2%	Shares	Sole	2021-05-10
2020-12-31 IEI	$1,204,000	9,054	+4.5%	Shares	Sole	2021-02-12
2020-09-30 IEI	$1,157,022	8,661	+4.7%	Shares	Sole	2020-11-04
2020-06-30 IEI	$1,106,252	8,276	+3.4%	Shares	Sole	2020-08-07
2020-03-31 IEI	$1,067,120	8,003	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.