Acorn Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$466K Buy
2024
Q2
$261K Sell
2024
Q1
$290K Buy
2023
Q4
$294K Buy
2018
Q2
Sell
2018
Q1
$4K Hold
2017
Q4
$4K Buy