Financial Services Advisory’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
$555K Buy
+4,660
New +$555K 0.27% 39
2023
Q3
Sell
-9,587
Closed -$1.1M 50
2023
Q2
$1.1M Buy
9,587
+813
+9% +$93.7K 0.46% 27
2023
Q1
$1.03M Buy
+8,774
New +$1.03M 0.68% 23