Spartan Planning & Wealth Management’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
2025
Q2
$3.53M Buy
29,610
+2,574
+10% +$307K 3.02% 11
2025
Q1
$3.19M Buy
+27,036
New +$3.19M 3.1% 12