Moulton 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	-17,787	Closed	-$2.06M	–	35
2024 Q4	$2.06M	Sell	17,787 -2,779	-14%	-$321K	1.58%	18
2024 Q3	$2.43M	Buy	20,566 +12,315	+149%	+$1.45M	2.03%	14
2024 Q2	$956K	Sell	8,251 -4,278	-34%	-$496K	0.87%	22
2024 Q1	$1.45M	Buy	+12,529	New	+$1.45M	1.52%	14