Ownership history in Ellevest, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in ISHARES 3-7 YEAR TREASURY BOND ETF (IEI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,860 | +1,827 | +5536.4% | 0.03% | $222K | $117.40 |
| 2021 Q1 | REDUCED | 33 | -1,017 | -96.9% | 0.00% | $4K | $115.71 |
| 2020 Q4 | ADDED | 1,050 | +1,017 | +3081.8% | 0.02% | $140K | $118.31 |
| 2020 Q3 | REDUCED | 33 | -23 | -41.1% | 0.00% | $4K | $118.53 |
| 2020 Q2 | REDUCED | 56 | -16 | -22.2% | 0.00% | $7K | $118.31 |
| 2019 Q1 | INITIATED | 72 | — | — | 0.00% | $9K | — |
As of 2025 Q4 — sorted by position size