Goldstone Financial Group’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
2026 Q1	$395K	Sell	3,333 -391	-10%	-$46.6K	0.04%	181
2025 Q4	$444K	Buy	3,724 +735	+25%	+$88K	0.05%	170
2025 Q3	$357K	Buy	2,989 +649	+28%	+$77.2K	0.04%	177
2025 Q2	$276K	Buy	2,340 +318	+16%	+$37.5K	0.04%	183
2025 Q1	$239K	Sell	2,022 -527	-21%	-$61.4K	0.04%	182
2024 Q4	$295K	Sell	2,549 -20,521	-89%	-$2.4M	0.05%	168
2024 Q3	$2.76M	Buy	23,070 +3,234	+16%	+$382K	0.48%	46
2024 Q2	$2.29M	Buy	19,836 +505	+3%	+$57.9K	0.46%	49
2024 Q1	$2.24M	Buy	19,331 +4,156	+27%	+$482K	0.51%	41
2023 Q4	$1.78M	Buy	15,175 +4,353	+40%	+$497K	0.46%	43
2023 Q3	$1.22M	Buy	10,822 +1,321	+14%	+$151K	0.36%	55
2023 Q2	$1.1M	Buy	9,501 +3,551	+60%	+$416K	0.32%	58
2023 Q1	$700K	Buy	+5,950	New	+$691K	0.23%	73