CogentBlue Wealth Advisors’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	$1.04M	Sell	8,721 -467	-5%	-$55.6K	0.8%	26
2025 Q1	$1.09M	Sell	9,188 -101	-1%	-$11.9K	0.95%	22
2024 Q4	$1.07M	Buy	+9,289	New	+$1.07M	0.95%	23