Wellesley Investment Partners’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
2020 Q3	$1.65M	Buy	12,321 +2,289	+23%	+$306K	0.56%	20
2020 Q2	$1.34M	Buy	10,032 +1,175	+13%	+$157K	0.47%	19
2020 Q1	$1.18M	Buy	8,857 +707	+9%	+$94.2K	0.47%	22
2019 Q4	$1.02M	Buy	+8,150	New	+$1.02M	0.31%	38