Daymark Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.46M Buy
2025
Q2
$1.1M Sell
2025
Q1
$1.27M Sell
2024
Q4
$4.16M Buy
2024
Q3
$3.99M Buy
2024
Q2
$3.74M Buy
2024
Q1
$2.75M Sell
2023
Q4
$2.8M Buy
2023
Q3
$911K Buy
2023
Q2
$355K Buy