BFWM
Bright Futures Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.18M | Sell |
26,990
-3,222
| -11% | -$380K | 3.49% | 1 |
|
|
2024
Q4 | $3.51M | Sell |
30,212
-7,123
| -19% | -$826K | 3.12% | 3 |
|
|
2024
Q3 | $4.36M | Buy |
37,335
+3,465
| +10% | +$405K | 2.1% | 5 |
|
|
2024
Q2 | $4.03M | Buy |
33,870
+1,690
| +5% | +$201K | 2.18% | 5 |
|
|
2024
Q1 | $3.72M | Buy |
+32,180
| New | +$3.72M | 2.01% | 7 |
|