KPWM
IEI icon

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

KDK Private Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$233K Buy
1,959
+83
+4% +$9.88K 0.25% 55
2025
Q1 		$219K Sell
1,876
-59
-3% -$6.89K 0.25% 49
2024
Q4 		$223K Buy
+1,935
New +$223K 0.23% 50