Kingswood Wealth Advisors’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
2024
Q3
Sell
-1,977
Closed -$228K 708
2024
Q2
$228K Buy
+1,977
New +$228K 0.02% 602