Carolinas Wealth Consulting’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
-24
Closed -$2.36K 1079
2024
Q3
$2.36K Buy
24
+10
+71% +$981 ﹤0.01% 784
2024
Q2
$1.31K Buy
+14
New +$1.31K ﹤0.01% 867
2023
Q4
Sell
-1,445
Closed -$129K 1018
2023
Q3
$129K Buy
+1,445
New +$129K 0.03% 192