Atlas Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-64,900
Closed -$6.37M 47
2024
Q3
$6.37M Buy
64,900
+13,932
+27% +$1.37M 10.06% 4
2024
Q2
$4.77M Buy
+50,968
New +$4.77M 7.9% 5
2024
Q1
Sell
-55,465
Closed -$5.35M 38
2023
Q4
$5.35M Buy
+55,465
New +$5.35M 8.75% 5