4J Wealth Management’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
$4.07M Sell
34,200
-214
-0.6% -$25.5K 2.75% 9
2025
Q1
$4.07M Buy
34,414
+2,429
+8% +$287K 3.21% 7
2024
Q4
$3.7M Buy
+31,985
New +$3.7M 2.99% 9