Baldwin Wealth Partners’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
-5,315
Closed -$522K 606
2024
Q3
$522K Buy
+5,315
New +$522K 0.04% 190
2021
Q4
Sell
-48
Closed -$6K 643
2021
Q3
$6K Buy
+48
New +$6K ﹤0.01% 558