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WealthPLAN Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

WealthPLAN Partners’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-43
Closed -$4.96K – 687
2023
Q2 		$4.96K Sell
43
-278
-87% -$32.6K ﹤0.01% 913
2023
Q1 		$37.8K Buy
+321
New +$37.3K ﹤0.01% 607
2016
Q3 		$3.15K Sell
25
-2,065
-99% -$261K ﹤0.01% 792
2016
Q2 		$3.45K Buy
+2,090
New +$263K ﹤0.01% 2101
2015
Q4 		$7.49K Buy
+133
New +$16.4K ﹤0.01% 1236

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