Latko Wealth Management’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	$5.94M	Sell	49,865 -5,133	-9%	-$611K	3.34%	8
2025 Q1	$6.5M	Buy	54,998 +353	+0.6%	+$41.7K	4.21%	7
2024 Q4	$6.31M	Buy	54,645 +5,608	+11%	+$648K	3.74%	7
2024 Q3	$5.87M	Buy	+49,037	New	+$5.87M	3.56%	7