Cherrydale 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 Q3	–	Sell	-11,796	Closed	-$1.36M	–	74
2024 Q2	$1.36M	Sell	11,796 -5,048	-30%	-$583K	0.6%	19
2024 Q1	$1.95M	Buy	+16,844	New	+$1.95M	0.91%	13