Waverly Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Waverly Advisors’s Portfolio IEI Stock Details IEI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$54.9M	Sell
2025 Q2	$55M	Sell
2025 Q1	$55.5M	Buy
2024 Q4	$19.2M	Buy
2024 Q3	$13.5M	Buy
2024 Q2	$12.2M	Sell
2024 Q1	$12.6M	Buy
2023 Q4	$3.65M	Buy