Aries Wealth Management’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
2026 Q1	$384K	Hold	3,238	–	–	0.08%	171
2025 Q4	$386K	Hold	3,238	–	–	0.09%	167
2025 Q3	$387K	Hold	3,238	–	–	0.09%	166
2025 Q2	$386K	Hold	3,238	–	–	0.1%	158
2025 Q1	$383K	Hold	3,238	–	–	0.1%	162
2024 Q4	$374K	Hold	3,238	–	–	0.1%	163
2024 Q3	$387K	Buy	3,238 +91	+3%	+$10.8K	0.11%	160
2024 Q2	$363K	Hold	3,147	–	–	0.11%	144
2024 Q1	$364K	Buy	3,147 +172	+6%	+$20K	0.12%	144
2023 Q4	$348K	Hold	2,975	–	–	0.12%	140
2023 Q3	$335K	Hold	2,975	–	–	0.13%	138
2023 Q2	$343K	Hold	2,975	–	–	0.13%	140
2023 Q1	$350K	Sell	2,975 -96	-3%	-$11.2K	0.14%	137
2022 Q4	$353K	Buy	3,071 +320	+12%	+$36.7K	0.15%	130
2022 Q3	$312K	Buy	+2,751	New	+$326K	0.14%	136
2022 Q2	–	Sell	-9,390	Closed	-$1.15M	–	194
2022 Q1	$1.15M	Buy	+9,390	New	+$1.18M	0.5%	40