Focus Partners Wealth’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	$89.3M	Buy	749,983 +10,777	+1%	+$1.28M	0.19%	114
2025 Q1	$87.3M	Buy	739,206 +67,511	+10%	+$7.98M	0.22%	98
2024 Q4	$77.6M	Buy	671,695 +23,471	+4%	+$2.71M	0.2%	106
2024 Q3	$77.5M	Buy	648,224 +285,268	+79%	+$34.1M	0.25%	86
2024 Q2	$41.9M	Buy	+362,956	New	+$41.9M	0.14%	150