Sequent Planning’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sequent Planning’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.35M	Sell
2025 Q2	$4.68M	Buy
2025 Q1	$4.34M	Buy
2024 Q4	$3.7M	Sell
2024 Q3	$4.24M	Sell
2024 Q2	$4.57M	Buy
2024 Q1	$4.47M	Buy