Genesis Wealth Advisors’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
Q2
$367K Sell
2025
Q1
$369K Hold
2024
Q4
$361K Buy
2015
Q2
$4.27M Buy
2015
Q1
$3.68M Buy
2014
Q4
$3.46M Buy