My Personal CFO LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$250K Hold
2025
Q1
$248K Hold
2024
Q4
$242K Hold
2024
Q3
$251K Hold
2024
Q2
$242K Hold
2024
Q1
$243K Hold
2023
Q4
$246K Hold
2023
Q3
$237K Hold
2023
Q2
$242K Hold
2023
Q1
$247K Buy
2022
Q4
$241K Hold
2022
Q3
$236K Sell
2022
Q2
$250K Hold
2022
Q1
$256K Sell
2021
Q4
$784K Buy