Connecticut 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 Q2	–	Sell	-2,200	Closed	-$255K	–	331
2024 Q1	$255K	Sell	2,200 -1,700	-44%	-$197K	0.01%	285
2023 Q4	$457K	Sell	3,900 -150	-4%	-$17.6K	0.03%	220
2023 Q3	$458K	Buy	+4,050	New	+$458K	0.03%	178