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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,753	Closed	-$206K	–	360
2023 Q1	$206K	Sell	1,753 -160	-8%	-$18.6K	0.04%	331
2022 Q4	$220K	Sell	1,913 -75	-4%	-$8.6K	0.05%	317
2022 Q3	$227K	Sell	1,988 -415	-17%	-$49.1K	0.05%	279
2022 Q2	$287K	Sell	2,403 -66	-3%	-$7.89K	0.06%	280
2022 Q1	$301K	Sell	2,469 -79	-3%	-$9.91K	0.05%	301
2021 Q4	$328K	Buy	+2,548	New	+$329K	0.05%	291
2021 Q1	–	Sell	-4,321	Closed	-$575K	–	281
2020 Q4	$575K	Buy	4,321 +977	+29%	+$130K	0.12%	173
2020 Q3	$447K	Sell	3,344 -26	-0.8%	-$3.48K	0.2%	118
2020 Q2	$450K	Sell	3,370 -341	-9%	-$45.5K	0.23%	107
2020 Q1	$495K	Sell	3,711 -292	-7%	-$37.6K	0.32%	90
2019 Q4	$503K	Buy	+4,003	New	+$505K	0.32%	94