Mittelman 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 Q1	–	Sell	-1,980	Closed	-$229K	–	35
2024 Q4	$229K	Buy	+1,980	New	+$229K	0.21%	31
2024 Q3	–	Sell	-1,930	Closed	-$223K	–	49
2024 Q2	$223K	Sell	1,930 -440	-19%	-$50.8K	0.14%	69
2024 Q1	$274K	Buy	+2,370	New	+$274K	0.19%	58