Synergy Investment 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	–	Sell	-163	Closed	-$19.3K	–	301
2025 Q1	$19.3K	Buy	163 +91	+126%	+$10.8K	0.01%	316
2024 Q4	$8.32K	Buy	+72	New	+$8.32K	﹤0.01%	409