Certus 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
2023 Q4	–	Sell	-1,976	Closed	-$224K	–	57
2023 Q3	$224K	Sell	1,976 -3,031	-61%	-$343K	0.21%	53
2023 Q2	$577K	Buy	+5,007	New	+$577K	0.57%	40