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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,955
Closed -$226K 85
2024
Q2
$226K Buy
1,955
+16
+0.8% +$1.85K 0.13% 59
2024
Q1
$225K Sell
1,939
-211
-10% -$24.4K 0.15% 138
2023
Q4
$252K Buy
+2,150
New +$252K 0.18% 126