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Heritage Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Heritage Financial Services’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,844
Closed -$333K – 107
2023
Q4 		$333K Buy
+2,844
New +$333K 0.06% 73