Columbia Advisory Partners’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
Q2
Sell
-35,597
Closed -$3.53M 59
2023
Q1
$3.53M Buy
35,597
+29,779
+512% +$2.95M 3.33% 7
2022
Q4
$557K Buy
+5,818
New +$557K 0.53% 25