Summit Financial’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	$545K	Sell	4,572 -2,378	-34%	-$283K	0.01%	557
2025 Q1	$821K	Buy	+6,950	New	+$821K	0.02%	409
2023 Q3	–	Sell	-1,765	Closed	-$203K	–	340
2023 Q2	$203K	Buy	+1,765	New	+$203K	0.01%	311