FFT Wealth Management’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
2025 Q1	–	Sell	-9,131	Closed	-$1.06M	–	141
2024 Q4	$1.06M	Buy	9,131 +99	+1%	+$11.6K	0.08%	61
2024 Q3	$1.08M	Sell	9,032 -5,529	-38%	-$653K	0.08%	57
2024 Q2	$1.68M	Buy	14,561 +114	+0.8%	+$13.1K	0.15%	46
2024 Q1	$1.67M	Buy	14,447 +69	+0.5%	+$8.01K	0.14%	47
2023 Q4	$1.68M	Buy	14,378 +135	+0.9%	+$15.4K	0.15%	39
2023 Q3	$1.61M	Buy	14,243 +85	+0.6%	+$9.72K	0.21%	32
2023 Q2	$1.63M	Sell	14,158 -104,938	-88%	-$12.3M	0.2%	31
2023 Q1	$14M	Buy	119,096 +411	+0.3%	+$47.8K	1.74%	12
2022 Q4	$13.6M	Sell	118,685 -1,604	-1%	-$184K	1.75%	13
2022 Q3	$13.7M	Buy	120,289 +205	+0.2%	+$24.3K	1.92%	12
2022 Q2	$14.3M	Buy	120,084 +492	+0.4%	+$58.8K	1.6%	18
2022 Q1	$14.6M	Sell	119,592 -149,216	-56%	-$18.7M	1.39%	20
2021 Q4	$34.6M	Buy	268,808 +14,464	+6%	+$1.87M	3.1%	14
2021 Q3	$33.1M	Buy	+254,344	New	+$33.4M	3.13%	14
2016 Q2	–	Sell	-1,636	Closed	-$206K	–	68
2016 Q1	$206K	Hold	1,636	–	–	0.09%	57
2015 Q4	$201K	Buy	+1,636	New	+$202K	0.16%	57