SWMG LLC’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
$665K Sell
5,631
-1,798
-24% -$212K 0.22% 63
2025
Q1
$880K Buy
7,429
+5,467
+279% +$648K 0.35% 38
2024
Q4
$227K Sell
1,962
-41
-2% -$4.74K 0.09% 109
2024
Q3
$232K Buy
+2,003
New +$232K 0.1% 107