Bernardo Wealth Planning’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
2021
Q2
Sell
-22,860
Closed -$2.58M 79
2021
Q1
$2.58M Buy
22,860
+675
+3% +$76.2K 1.64% 15
2020
Q4
$2.66M Buy
+22,185
New +$2.66M 1.03% 19