GenTrust’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	–	Sell	-38,577	Closed	-$4.56M	–	186
2025 Q1	$4.56M	Sell	38,577 -2,115	-5%	-$250K	0.22%	55
2024 Q4	$4.7M	Buy	+40,692	New	+$4.7M	0.2%	66