Wayfinding Financial’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
-857
Closed -$101K 411
2025
Q1
$101K Buy
+857
New +$101K 0.04% 228
2024
Q1
Sell
-1,917
Closed -$224K 128
2023
Q4
$224K Sell
1,917
-640
-25% -$74.8K 0.15% 99
2023
Q3
$288K Buy
2,557
+229
+10% +$25.8K 0.22% 79
2023
Q2
$267K Buy
2,328
+247
+12% +$28.3K 0.19% 88
2023
Q1
$244K Buy
+2,081
New +$244K 0.19% 92