Capstone Wealth Management (Alabama)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,012
Closed -$356K 50
2025
Q1
$356K Buy
3,012
+12
+0.4% +$1.42K 0.35% 30
2024
Q4
$347K Buy
+3,000
New +$347K 0.34% 28