Cardinal Strategic Wealth Guidance’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
2022
Q4
Sell
-85
Closed -$8K 93
2022
Q3
$8K Buy
85
+5
+6% +$471 ﹤0.01% 72
2022
Q2
$8K Sell
80
-4,521
-98% -$452K ﹤0.01% 81
2022
Q1
$494K Sell
4,601
-5,418
-54% -$582K 0.23% 48
2021
Q4
$1.15M Buy
10,019
+2,363
+31% +$272K 0.54% 29
2021
Q3
$882K Buy
+7,656
New +$882K 0.46% 32