Channel Wealth’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
Q1
Sell
-4,780
Closed -$461K 188
2023
Q4
$461K Sell
4,780
-379
-7% -$36.5K 0.22% 90
2023
Q3
$473K Sell
5,159
-1,982
-28% -$182K 0.26% 90
2023
Q2
$690K Sell
7,141
-7,936
-53% -$767K 0.4% 82
2023
Q1
$1.49M Buy
+15,077
New +$1.49M 0.96% 22