Disciplined Investments’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
2023 Q3	–	Sell	-372	Closed	-$42.9K	–	778
2023 Q2	$42.9K	Hold	372	–	–	0.02%	212
2023 Q1	$43.8K	Hold	372	–	–	0.02%	237
2022 Q4	$42.7K	Hold	372	–	–	0.02%	223
2022 Q3	$43K	Sell	372 -14	-4%	-$1.66K	0.02%	234
2022 Q2	$46K	Hold	386	–	–	0.02%	226
2022 Q1	$47K	Hold	386	–	–	0.02%	232
2021 Q4	$50K	Hold	386	–	–	0.02%	209
2021 Q3	$50K	Buy	386 +14	+4%	+$1.84K	0.02%	201
2021 Q2	$49K	Hold	372	–	–	0.03%	199
2021 Q1	$48K	Hold	372	–	–	0.03%	183
2020 Q4	$49K	Hold	372	–	–	0.03%	156
2020 Q3	$50K	Hold	372	–	–	0.04%	157
2020 Q2	$50K	Sell	372 -159	-30%	-$21.2K	0.04%	165
2020 Q1	$71K	Buy	531 +159	+43%	+$20.5K	0.07%	127
2019 Q4	$47K	Buy	+372	New	+$47K	0.04%	170