SWP
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Sagespring Wealth Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sagespring Wealth Partners’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$57.5M Buy
482,864
+240,797
+99% +$28.7M 1.24% 19
2025
Q1 		$28.6M Buy
+242,067
New +$28.6M 0.72% 29