Noble Family Wealth’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
$632K Hold
5,309
0.15% 49
2025
Q1
$627K Sell
5,309
-600
-10% -$70.9K 0.17% 46
2024
Q4
$683K Sell
5,909
-586
-9% -$67.7K 0.19% 44
2024
Q3
$777K Sell
6,495
-100
-2% -$12K 0.21% 43
2024
Q2
$762K Sell
6,595
-365
-5% -$42.1K 0.22% 43
2024
Q1
$806K Sell
6,960
-55
-0.8% -$6.37K 0.23% 43
2023
Q4
$822K Sell
7,015
-493
-7% -$57.7K 0.25% 43
2023
Q3
$850K Sell
7,508
-1,425
-16% -$161K 0.29% 40
2023
Q2
$1.03M Sell
8,933
-50
-0.6% -$5.76K 0.34% 38
2023
Q1
$1.06M Buy
+8,983
New +$1.06M 0.36% 38