Moneta Group Investment 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
2025
Q2
$463K Sell
3,887
-120
-3% -$14.3K 0.01% 452
2025
Q1
$473K Buy
4,007
+543
+16% +$64.1K 0.01% 428
2024
Q4
$400K Buy
+3,464
New +$400K 0.01% 469