Austin 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	$11.4M	Sell	96,737 -34,802	-26%	-$4.15M	2.59%	12
2025 Q4	$15.7M	Buy	131,539 +8,246	+7%	+$987K	2.32%	14
2025 Q3	$14.8M	Buy	123,293 +2,133	+2%	+$254K	2.33%	12
2025 Q2	$14.3M	Buy	121,160 +18,570	+18%	+$2.19M	2.55%	12
2025 Q1	$12.1M	Buy	102,590 +3,150	+3%	+$367K	2.43%	12
2024 Q4	$11.5M	Buy	99,440 +3,600	+4%	+$420K	2.38%	13
2024 Q3	$11.4M	Buy	95,840 +4,830	+5%	+$571K	2.5%	11
2024 Q2	$10.6M	Buy	91,010 +3,144	+4%	+$360K	2.48%	11
2024 Q1	$10.1M	Buy	87,866 +4,669	+6%	+$542K	2.5%	12
2023 Q4	$9.59M	Buy	83,197 +4,565	+6%	+$521K	2.57%	10
2023 Q3	$8.96M	Buy	+78,632	New	+$8.99M	2.77%	10