Upper Left Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Upper Left Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$865K	Sell
2025 Q2	$870K	Sell
2025 Q1	$871K	Sell
2024 Q4	$872K	Sell
2024 Q3	$915K	Sell
2024 Q2	$1.26M	Sell
2024 Q1	$1.29M	Sell
2023 Q4	$1.7M	Buy