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

KFG 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
2024
Q3 		– Sell
-1,880
Closed -$217K – 185
2024
Q2 		$217K Hold
1,880
– – 0.09% 151
2024
Q1 		$218K Buy
+1,880
New +$218K 0.09% 150