Napa 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	$358K	Sell	3,008 -586	-16%	-$69.8K	0.17%	115
2025 Q1	$425K	Sell	3,594 -639	-15%	-$75.5K	0.24%	131
2024 Q4	$489K	Sell	4,233 -5,810	-58%	-$671K	0.21%	128
2024 Q3	$1.2M	Buy	10,043 +2,245	+29%	+$269K	0.57%	41
2024 Q2	$900K	Buy	+7,798	New	+$900K	0.61%	34