Plante Moran Financial Advisors’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 Q1	–	Sell	-55	Closed	-$6.36K	–	878
2024 Q4	$6.36K	Hold	55	–	–	﹤0.01%	654
2024 Q3	$6.58K	Buy	+55	New	+$6.5K	﹤0.01%	650
2024 Q2	–	Sell	-290	Closed	-$33.6K	–	842
2024 Q1	$33.6K	Buy	+290	New	+$33.7K	﹤0.01%	417
2022 Q1	–	Sell	-9	Closed	-$1K	–	901
2021 Q4	$1K	Buy	+9	New	+$1.16K	﹤0.01%	962
2021 Q2	–	Sell	-182	Closed	-$24K	–	1020
2021 Q1	$24K	Buy	+182	New	+$23.9K	0.01%	513
2020 Q2	–	Sell	-8	Closed	-$1K	–	810
2020 Q1	$1K	Buy	+8	New	+$1.03K	﹤0.01%	693
2018 Q2	–	Sell	-30	Closed	-$4K	–	896
2018 Q1	$4K	Buy	+30	New	+$3.62K	﹤0.01%	756
2016 Q1	–	Sell	-149	Closed	-$18K	–	943
2015 Q4	$18K	Buy	+149	New	+$18.4K	0.01%	469