Optivise Advisory Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Optivise Advisory Services’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$905K	Hold
2025 Q1	$898K	Hold
2024 Q4	$879K	Hold
2024 Q3	$909K	Sell
2024 Q2	$914K	Buy