Crestwood Advisors Group’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	$1.01M	Buy	8,520 +299	+4%	+$35.6K	0.02%	277
2025 Q1	$971K	Sell	8,221 -2,552	-24%	-$301K	0.02%	275
2024 Q4	$1.24M	Buy	+10,773	New	+$1.24M	0.02%	229
2024 Q1	–	Sell	-7,756	Closed	-$908K	–	423
2023 Q4	$908K	Buy	+7,756	New	+$908K	0.02%	219