Modera 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	$214K	Sell	1,800 -101	-5%	-$12K	﹤0.01%	610
2025 Q1	$225K	Buy	1,901 +80	+4%	+$9.45K	﹤0.01%	574
2024 Q4	$210K	Hold	1,821	–	–	﹤0.01%	588
2024 Q3	$218K	Buy	+1,821	New	+$218K	﹤0.01%	565