Financial Synergies Wealth Advisors’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
2023
Q4
Sell
-118
Closed -$13.4K 509
2023
Q3
$13.4K Hold
118
﹤0.01% 213
2023
Q2
$13.6K Buy
+118
New +$13.6K ﹤0.01% 205