Cornerstone Planning Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Cornerstone Planning Group’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$52.8K	Sell
2025 Q1	$147K	Buy
2024 Q4	$11K	Sell
2024 Q3	$27.2K	Sell
2024 Q2	$64.3K	Hold
2024 Q1	$61.8K	Buy
2023 Q4	$63.3K	Hold
2023 Q3	$61.1K	Hold
2023 Q2	$62.2K	Buy
2022 Q4	$62.1K	Buy