Crestwood Advisors Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Crestwood Advisors 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	$1.01M	Buy
2025 Q1	$971K	Sell
2024 Q4	$1.24M	Buy
2024 Q1	–	Sell
2023 Q4	$908K	Buy