REDW Wealth’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
2024 Q4	–	Sell	-2,545	Closed	-$304K	–	133
2024 Q3	$304K	Buy	2,545 +7	+0.3%	+$827	0.08%	128
2024 Q2	$293K	Hold	2,538	–	–	0.08%	125
2024 Q1	$294K	Hold	2,538	–	–	0.08%	123
2023 Q4	$297K	Hold	2,538	–	–	0.09%	114
2023 Q3	$287K	Buy	2,538 +4	+0.2%	+$457	0.09%	109
2023 Q2	$292K	Buy	2,534 +170	+7%	+$19.9K	0.09%	115
2023 Q1	$278K	Hold	2,364	–	–	0.09%	109
2022 Q4	$272K	Hold	2,364	–	–	0.09%	110
2022 Q3	$270K	Hold	2,364	–	–	0.1%	94
2022 Q2	$282K	Hold	2,364	–	–	0.1%	94
2022 Q1	$289K	Hold	2,364	–	–	0.09%	95
2021 Q4	$304K	Hold	2,364	–	–	0.09%	86
2021 Q3	$308K	Hold	2,364	–	–	0.1%	82
2021 Q2	$309K	Hold	2,364	–	–	0.1%	84
2021 Q1	$307K	Buy	+2,364	New	+$311K	0.1%	82