Trivium Point Advisory’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
-2,072
Closed -$245K 348
2025
Q1
$245K Sell
2,072
-887
-30% -$105K 0.03% 305
2024
Q4
$342K Sell
2,959
-231
-7% -$26.7K 0.04% 272
2024
Q3
$370K Sell
3,190
-2,067
-39% -$240K 0.05% 252
2024
Q2
$607K Buy
+5,257
New +$607K 0.09% 194