SWTS
IEI icon

Stonehaven Wealth & Tax Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$973K Sell
8,168
-6
-0.1% -$715 0.95% 24
2025
Q1 		$966K Buy
8,174
+3,165
+63% +$374K 1.02% 25
2024
Q4 		$579K Buy
+5,009
New +$579K 0.63% 41