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Synergy Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-3,270
Closed -$378K – 423
2024
Q4 		$378K Buy
+3,270
New +$378K 0.03% 165