Cornerstone Wealth Group’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
-21,171
Closed -$1.94M 149
2023
Q3
$1.94M Buy
21,171
+385
+2% +$35.3K 0.34% 82
2023
Q2
$2.01M Buy
20,786
+735
+4% +$71K 0.36% 79
2023
Q1
$1.99M Buy
20,051
+3,643
+22% +$361K 0.35% 87
2022
Q4
$1.57M Buy
+16,408
New +$1.57M 0.3% 78