WBH Advisory’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	$369K	Buy	+3,099	New	+$369K	0.03%	266
2024 Q1	–	Sell	-3,319	Closed	-$389K	–	315
2023 Q4	$389K	Sell	3,319 -14,605	-81%	-$1.71M	0.04%	234
2023 Q3	$2.03M	Buy	+17,924	New	+$2.03M	0.25%	85