Kelly Financial Group’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	$583K	Sell	4,894 -6,639	-58%	-$791K	0.17%	44
2025 Q1	$1.36M	Sell	11,533 -4,007	-26%	-$473K	0.43%	34
2024 Q4	$1.8M	Buy	+15,540	New	+$1.8M	0.64%	28