Halpern Financial’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
2024 Q1	–	Sell	-274	Closed	-$32K	–	234
2023 Q4	$32K	Buy	+274	New	+$32K	0.01%	118
2020 Q2	–	Sell	-108	Closed	-$14.4K	–	183
2020 Q1	$14.4K	Sell	108 -222	-67%	-$29.6K	0.01%	72
2019 Q4	$41.5K	Buy	+330	New	+$41.5K	0.03%	62