Paulson 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
$9.72M Buy
81,579
+1,421
+2% +$169K 2.52% 10
2025
Q1
$9.47M Buy
80,158
+2,860
+4% +$338K 2.67% 10
2024
Q4
$8.93M Buy
77,298
+9,244
+14% +$1.07M 2.44% 10
2024
Q3
$8.14M Buy
68,054
+5,191
+8% +$621K 2.18% 11
2024
Q2
$7.26M Buy
62,863
+8,248
+15% +$952K 2.12% 11
2024
Q1
$6.32M Buy
54,615
+7,409
+16% +$858K 1.86% 13
2023
Q4
$5.53M Buy
+47,206
New +$5.53M 1.77% 13