EP Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

EP Wealth Advisors’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.51M	Buy
2025 Q1	$315K	Sell
2024 Q4	$314K	Sell
2024 Q3	$332K	Sell
2024 Q2	$347K	Buy
2024 Q1	$283K	Sell
2023 Q4	$309K	Buy
2023 Q3	$211K	Buy