DHK Financial Advisors’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
$262K Sell
2,200
-2,200
-50% -$262K 0.15% 83
2025
Q1
$520K Buy
4,400
+2,200
+100% +$260K 0.29% 58
2024
Q4
$254K Hold
2,200
0.15% 81
2024
Q3
$263K Buy
+2,200
New +$263K 0.16% 74