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Duncan Williams Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Duncan Williams Asset Management’s Portfolio IEI Stock Details IEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$277K Hold
2,329
– – 0.09% 125
2025
Q1 		$275K Sell
2,329
-84
-3% -$9.92K 0.1% 120
2024
Q4 		$279K Buy
2,413
+116
+5% +$13.4K 0.11% 113
2024
Q3 		$275K Buy
+2,297
New +$275K 0.15% 104