BSW Wealth Partners’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
2025
Q3
$562K Hold
2025
Q2
$560K Sell
2025
Q1
$606K Sell
2024
Q4
$997K Buy
2024
Q3
Sell
2024
Q2
$208K Sell
2024
Q1
$767K Sell
2023
Q4
$2.54M Buy
2023
Q1
Sell
2022
Q4
$1.83M Buy