Campbell Wealth Management’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
2023
Q2
Sell
-5,726
Closed -$568K 78
2023
Q1
$568K Sell
5,726
-5,829
-50% -$578K 0.07% 36
2022
Q4
$1.11M Sell
11,555
-633,252
-98% -$60.7M 0.15% 25
2022
Q3
$61.9M Buy
+644,807
New +$61.9M 8.94% 2