NewSquare Capital’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	-66	Closed	-$7.86K	–	677
2025 Q2	$7.86K	Hold	66	–	–	﹤0.01%	708
2025 Q1	$7.8K	Buy	+66	New	+$7.69K	﹤0.01%	599
2023 Q1	–	Sell	-16	Closed	-$1.84K	–	927
2022 Q4	$1.84K	Hold	16	–	–	﹤0.01%	494
2022 Q3	$2K	Sell	16 -7	-30%	-$829	﹤0.01%	352
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	307
2022 Q1	$3K	Buy	23 +16	+229%	+$2.01K	﹤0.01%	326
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	356
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	346
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	337
2021 Q1	$1K	Sell	7 -15	-68%	-$1.97K	﹤0.01%	316
2020 Q4	$3K	Sell	22 -16,910	-100%	-$2.25M	﹤0.01%	308
2020 Q3	$2.26M	Buy	16,932 +1,865	+12%	+$249K	0.36%	73
2020 Q2	$2.01M	Buy	+15,067	New	+$2.01M	0.34%	63
2014 Q2	–	Sell	-213	Closed	-$26K	–	294
2014 Q1	$26K	Buy	+213	New	+$25.8K	0.01%	166