1 North Wealth Services’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
$5.25M Buy
44,051
+26,624
+153% +$3.17M 2.08% 18
2025
Q1
$2.06M Buy
17,427
+186
+1% +$22K 0.95% 27
2024
Q4
$1.99M Buy
+17,241
New +$1.99M 0.84% 33