Capital Advisors Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Capital Advisors Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$263K	Buy
2022 Q3	–	Sell
2022 Q2	$205K	Sell
2022 Q1	$351K	Sell
2021 Q4	$377K	Sell
2021 Q3	$424K	Sell
2021 Q2	$541K	Sell
2021 Q1	$1.92M	Buy