Endowment Wealth Management’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	$1.78M	Buy	14,984 +1,508	+11%	+$180K	0.92%	30
2025 Q1	$1.59M	Buy	13,476 +2,748	+26%	+$325K	1.02%	28
2024 Q4	$1.24M	Buy	10,728 +1,875	+21%	+$217K	0.83%	36
2024 Q3	$1.06M	Buy	+8,853	New	+$1.06M	0.7%	42