Heritage Oak Wealth Advisors’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	-23,157	Closed	-$2.74M	–	75
2025 Q1	$2.74M	Buy	+23,157	New	+$2.74M	1.2%	17