Mason & Associates (California)’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 Q1	–	Sell	-147,170	Closed	-$17M	–	117
2024 Q4	$17M	Buy	147,170 +35,483	+32%	+$4.1M	4%	6
2024 Q3	$13.4M	Buy	111,687 +42,994	+63%	+$5.14M	3.33%	8
2024 Q2	$7.93M	Buy	68,693 +7,053	+11%	+$814K	2.11%	11
2024 Q1	$7.14M	Buy	+61,640	New	+$7.14M	1.9%	13