Heirloom Wealth Management’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
2023 Q4	–	Sell	-4,676	Closed	-$529K	–	54
2023 Q3	$529K	Sell	4,676 -140,625	-97%	-$15.9M	0.24%	34
2023 Q2	$16.7M	Buy	145,301 +817	+0.6%	+$94.2K	7.28%	4
2023 Q1	$17M	Buy	144,484 +41,929	+41%	+$4.93M	8.11%	1
2022 Q4	$11.8M	Buy	+102,555	New	+$11.8M	7.34%	2