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

Cherry Tree Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13K Sell
109
-86
-44% -$10.2K ﹤0.01% 380
2025
Q1 		$23K Hold
195
– – 0.01% 330
2024
Q4 		$22.5K Buy
195
+86
+79% +$9.94K 0.01% 323
2024
Q3 		$13K Buy
+109
New +$13K ﹤0.01% 387