Vertex Planning Partners’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	$8.28M	Buy	69,545 +1,263	+2%	+$150K	1.73%	15
2025 Q1	$8.07M	Buy	68,282 +4,016	+6%	+$474K	1.76%	14
2024 Q4	$7.43M	Buy	+64,266	New	+$7.43M	1.64%	15