Principle Wealth Partners’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
Q2
$338K Sell
2025
Q1
$618K Sell
2024
Q4
$697K Buy
2024
Q3
$680K Buy
2024
Q2
$336K Hold
2024
Q1
$337K Buy
2023
Q4
$315K Sell
2023
Q3
$7.25M Sell
2023
Q2
$21M Buy
2023
Q1
$21.2M Buy