Optivise Advisory Services’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	$905K	Hold	7,603	–	–	0.46%	59
2025 Q1	$898K	Hold	7,603	–	–	0.5%	48
2024 Q4	$879K	Hold	7,603	–	–	0.47%	62
2024 Q3	$909K	Sell	7,603 -309	-4%	-$37K	0.48%	56
2024 Q2	$914K	Buy	+7,912	New	+$914K	0.49%	56