Kelly Financial Services’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	-1,832	Closed	-$216K	–	118
2025 Q1	$216K	Sell	1,832 -177	-9%	-$20.9K	0.08%	103
2024 Q4	$234K	Buy	+2,009	New	+$234K	0.08%	103