Midland 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
-4,573
Closed -$528K 209
2024
Q2
$528K Buy
4,573
+60
+1% +$6.93K 0.03% 134
2024
Q1
$523K Hold
4,513
0.03% 130
2023
Q4
$529K Buy
+4,513
New +$529K 0.04% 129