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Unique Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Unique Wealth’s Portfolio IEI Stock Details IEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.61M Buy
38,680
+23,583
+156% +$2.81M 0.74% 34
2025
Q1 		$1.78M Buy
+15,097
New +$1.78M 0.34% 63