Westfuller Advisors’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
$269K Buy
2,262
+20
+0.9% +$2.38K 0.15% 93
2025
Q1
$265K Buy
2,242
+12
+0.5% +$1.42K 0.18% 79
2024
Q4
$258K Buy
2,230
+18
+0.8% +$2.08K 0.16% 79
2024
Q3
$265K Buy
+2,212
New +$265K 0.19% 72
2024
Q1
$256K Buy
+2,212
New +$256K 0.31% 59