Smith Salley Wealth Management’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	-35,769	Closed	-$4.28M	–	249
2024 Q3	$4.28M	Sell	35,769 -10,458	-23%	-$1.24M	0.28%	65
2024 Q2	$5.34M	Buy	46,227 +634	+1%	+$72.7K	0.38%	54
2024 Q1	$5.28M	Sell	45,593 -6,878	-13%	-$798K	0.41%	56
2023 Q4	$6.15M	Buy	52,471 +1,098	+2%	+$125K	0.4%	57
2023 Q3	$5.81M	Buy	51,373 +2,104	+4%	+$241K	0.43%	58
2023 Q2	$5.68M	Buy	49,269 +4,955	+11%	+$580K	0.42%	59
2023 Q1	$5.21M	Buy	+44,314	New	+$5.15M	0.41%	61
2022 Q4	–	Sell	-4,971	Closed	-$568K	–	225
2022 Q3	$568K	Buy	4,971 +2,072	+71%	+$245K	0.05%	153
2022 Q2	$346K	Sell	2,899 -3,185	-52%	-$381K	0.03%	185
2022 Q1	$743K	Sell	6,084 -605	-9%	-$75.9K	0.06%	157
2021 Q4	$861K	Hold	6,689	–	–	0.06%	155
2021 Q3	$871K	Sell	6,689 -601	-8%	-$78.8K	0.07%	149
2021 Q2	$952K	Sell	7,290 -1,204	-14%	-$157K	0.08%	146
2021 Q1	$1.1M	Sell	8,494 -1,068	-11%	-$140K	0.1%	120
2020 Q4	$1.27M	Buy	+9,562	New	+$1.27M	0.13%	105