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Retirement Capital Strategies’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.85M Buy
+23,968
New +$2.85M 1.13% 24
2024
Q2
Sell
-3,321
Closed -$385K 75
2024
Q1
$385K Buy
+3,321
New +$385K 0.16% 52
2023
Q3
Sell
-95,137
Closed -$11M 64
2023
Q2
$11M Buy
+95,137
New +$11M 5.05% 6