Cassady Schiller Wealth Management’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
2024
Q4
$693 Buy
+6
New +$693 ﹤0.01% 879
2023
Q3
Sell
-124
Closed -$14.3K 462
2023
Q2
$14.3K Buy
+124
New +$14.3K 0.01% 313
2023
Q1
Sell
-456
Closed -$52.4K 477
2022
Q4
$52.4K Buy
+456
New +$52.4K 0.03% 189