Institute for Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Institute for Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$204K	Buy
2020 Q1	–	Sell
2019 Q4	$4K	Buy