Wealth Effects’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
2024 Q4	–	Sell	-2,266	Closed	-$271K	–	223
2024 Q3	$271K	Hold	2,266	–	–	0.09%	164
2024 Q2	$262K	Sell	2,266 -519	-19%	-$59.9K	0.09%	160
2024 Q1	$323K	Sell	2,785 -1,121	-29%	-$130K	0.12%	145
2023 Q4	$458K	Buy	+3,906	New	+$458K	0.17%	116