JGP 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
2025 Q2	$386K	Buy	3,244 +1,123	+53%	+$134K	0.05%	150
2025 Q1	$251K	Buy	+2,121	New	+$251K	0.03%	171
2021 Q2	–	Sell	-1,650	Closed	-$214K	–	161
2021 Q1	$214K	Buy	+1,650	New	+$214K	0.05%	142