Centurion 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
Q3
Sell
-2,526
Closed -$244K 158
2023
Q2
$244K Buy
2,526
+43
+2% +$4.15K 0.12% 128
2023
Q1
$246K Buy
2,483
+1
+0% +$99 0.12% 124
2022
Q4
$238K Buy
+2,482
New +$238K 0.13% 129