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LWM Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

LWM Advisory Services’s Portfolio IEI Stock Details IEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,502
Closed -$299K – 120
2022
Q2 		$299K Buy
2,502
+1
+0% +$120 0.36% 83
2022
Q1 		$305K Buy
+2,501
New +$305K 0.38% 81