DFPG Investments’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	$5.13M	Sell	53,272 -2,001	-4%	-$193K	0.4%	61
2023 Q3	$5.03M	Sell	55,273 -153,183	-73%	-$14M	0.47%	45
2023 Q2	$20.2M	Sell	208,456 -289,515	-58%	-$28.1M	1.83%	8
2023 Q1	$49.4M	Buy	497,971 +320,394	+180%	+$31.8M	5.3%	1
2022 Q4	$17.5M	Buy	+177,577	New	+$17.5M	2.89%	2