Cassady Schiller 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
Q4
Sell
-505
Closed -$46.3K 449
2023
Q3
$46.3K Hold
505
0.03% 200
2023
Q2
$48.8K Hold
505
0.03% 200
2023
Q1
$50.1K Hold
505
0.02% 197
2022
Q4
$48.4K Buy
+505
New +$48.4K 0.03% 196